Latest News

An ISA millionaire shows the real power of tax free saving

Lord Lee, hailed as Britain’s first ISA millionaire, tells a compelling tale about how a sensible approach to investment, which includes the prevalent use of the tax free accounts, can pay huge dividends. Writing in The Telegraph, Lord Lee describes how, after 16 years of investing a total of £126,000 into ISAs, his pot had […]

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10 ISA Questions Answered

One of our suggested Financial New Year’s Resolutions for everyone this year is to make sure that you are paying into an ISA and, if possible, using up your yearly ISA allocation. These tax efficient savings vehicles have been around since April 1999 and are a great way to save and invest but many clients […]

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January Market Commentary

‘2013 was a good year for Greece’ – some unexpected words to start our first bulletin of the year with, but among some truly impressive stock market performances in 2013 the Greek index was up 27% to close at 1,163. It’s perhaps still not the place where widows and orphans should be investing, but rather […]

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January Introduction

Happy New Year and welcome to our first newsletter of 2014! After a fantastic 2013, we’re looking forward to another great year here, with plenty on the horizon for all of us over the next 12 months. With an election year coming in 2015, it’s likely there will be plenty more changes in legislation following […]

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