Katy Owen takes a closer look at the Liontrust UK Smaller Companies Fund. As our proactive clients are aware, every three months we vigorously analyse all of the funds in our five model portfolios. It is at this time that we make decisions on whether to remove and replace funds that have started underperforming against
On Wednesday the 7th of January, I travelled to the glamorous Westminster Plaza hotel in London for the 10th annual New Model Adviser Conference and Awards. The New Model Adviser community is recognized as the leading light in the Financial Planning profession; promoting qualifications, high service standards, profitability, innovation and reputation. Every year some 6,000
As this coming armistice day marks the 100th anniversary of the first world war, our Paraplanner Katy Owen considers how ethical investing works – with a spotlight on the Rathbone Ethical Bond fund. When it comes to investing, most people are deterred by the word ‘Ethical’. Why? Because ethical investments are typically more volatile than
On Tuesday night, I attended the glitzy 2014 Platform Awards at the Park Lane Hilton in London. Upon entering this prestigious hotel I entered a throng of literally hundreds of directors and managers of financial companies all in their best evening attire. This years’ event (hosted by Aberdeen Asset management) welcomed no fewer than 536
It is with great sadness that I have to report to our clients that our wonderful locum consultant, Byron, sadly passed away this weekend. Byron trained me in my early years as a young financial planner and later encouraged Lisa and I to launch Thomas and Thomas. In 2008 he joined us as our locum
