The value of investments and any income from them can fall and you may get back less than you invested.

Further Thinking

We also take the time to explore certain issues in greater depth - knowledge that enables us to do even more to protect our clients' interests. Read our insight articles on the latest personal finance and investment issues, as well as analysis of the latest macro-economic events by our research team.


ISAs with a purpose

27 . 03 . 2019

Nearly 20 years after ISAs were introduced, they have become the bedrock of many people’s savings. In the years since, the government has built on that success by expanding the ISA family. In 2011......


Ten years of low interest rates

15 . 03 . 2019

It has been ten years since the Bank of England cut interest rates to a record low. On March 5, 2009, amid the financial crisis, the Bank’s rate-setting Monetary Policy Committee dropped interest......


Spring Statement 2019

13 . 03 . 2019

In normal times, Philip Hammond’s Spring Statement would be top of the news agenda. However, the chancellor’s update on the nation’s financial health was this year eclipsed by the ongoing political......


Tax Year End

08 . 03 . 2019

This guide highlights the main tax-planning opportunities in the current 2018/19 tax year, including how to make the most of your ISA allowance.


Valued by our clients

With 30 offices across the UK, Channel Islands and Ireland we combine the best of local understanding with national scale and perspective.