Financial Planning

Katy Caine considers the value of inherited ISA allowances for clients:

The Individual Savings Account (ISA) made its debut on April 6 1999 as the successor to the Personal Equity Plan (PEP) and Tax Exempt Special Savings Account (TESSA). Annual allowances have increased gradually since the creation of the PEP from £2,400 (in 1987) to a current £20,000 (2019/20) per annum. To this end, savers have

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Storms Ahead or Opportunity?

Darren looks back on 2018 and considers what may come in 2019 for our firm and our clients. Our Team: Katy returned to the team from maternity leave in June and within days it was as if she had never been away!  Her knowledge and personality make her a huge asset to our clients. Meanwhile,

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Darren Wins National ‘Impact Champion’ 2018 Award.

We thought that all of our clients would love to share in Darren’s news. Yesterday, he traveled to London to speak at the Annual Impact Investment Academy and Awards where he was also awarded ‘Individual Financial Adviser of the year 2018’. This Award was given by a panel of five independent judges who considered many

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Mastering the Class of 2018!

The cakes were all laid out……. parking spaces cleared…… nervous presenters pacing and……..Darren was jumping around in the car park beckoning clients in! How did our 2018 Investors Masterclass go? Yesterday we welcomed 20 clients and professional connections to our Avallenau House offices for our 2018 client event.  Our goal with these events is to

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Market Commentary: Proactive Review Q2 (March-June 2018)

We thought it might be useful for all of our clients to see the quarterly market commentary that we recently sent out to all of our ‘Proactive’ portfolio clients. What a volatile quarter this has been! Where do I begin? In the UK we have seen the FTSE 100 (London stock exchange biggest 100 companies)

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Fund in the Spotlight – Standard Life European Ethical

Katy Owen explores the Standard Life European Ethical Equity Fund As a welcomed distraction from all the political coverage of late, we thought it would be a good time for another instalment of our ‘Fund in the Spotlight’ series. In this issue we are looking at the Standard Life European Ethical Equity fund. This fund is

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