This site uses cookies.   


Our news section providers our views and outlook on current financial and investment issues

Index Linked

November 15th 2019

Index Linked  We wrote a few weeks ago outlining our thoughts on a potential timing strategy that not only produced superior returns but also…

Read post

Timing Invesmtents?

October 25th 2019

Timing Investments? It’s a well known saying that you cannot “time” markets and that you would be better off simply buying and…

Read post

Drivers of Stock Market Returns

October 15th 2019

Drivers of Stock Market Returns When making a decision for investment in a specific equity market it is important to consider what will be the…

Read post


September 6th 2019

Gold  Deemed as the ultimate store of value Gold has been in demand over the last year, rising by almost 30%, but what are the key drivers of…

Read post

Wealth Transference - It's not just in the advice

August 23th 2019

Wealth Transference – It’s not just in the advice The Spectrum Group, a US based research and consulting group, launched a study into…

Read post

The rise of the Unicorn

August 8th 2019

The rise of the Unicorn  The phrase ‘History doesn’t repeat itself but it often rhymes’, normally attributed to Mark Twain,…

Read post

US Volatility

June 28th 2019

US Volatility  Here's a great chart that we like to keep an eye on that we first saw published by Rothko Research.  The black line shows…

Read post

Chartist's Corner - June 2019

June 6th 2019

Fibonacci Leonardo Fibonacci was a 13th Century mathematician who developed the Fibonacci sequence; a quick search on the internet will tell you a…

Read post

Woodford Patient Capital

June 4th 2019

Woodford Patient Capital You may have read in the Press today that trading in Neil Woodford’s Equity Income Fund has been suspended. The…

Read post

Pension Freedoms

May 23th 2019

Pension Freedoms When George Osborne introduced the pension freedom reform legislation in April 2014, it was hailed as the most far-reaching reform…

Read post

Risk - May 2019

May 10th 2019

Monitoring Risk  In recent weeks we have provided you with details of some of the indicators that help us to build a framework within which we…

Read post

Chartist's Corner - May 2019

May 2th 2019

Chartist's Corner - May 2019 We use this chart as an indicator for investors risk preferences and a guideline as to how reckless they can…

Read post

Tax Planning Thoughts - April 2019

April 12th 2019

Salary sacrifice This is an agreement between an employee and employer. The employee agrees to exchange part of their gross salary in return for a…

Read post

Chartist's Corner - April 2019

April 5th 2019

Chartist's Corner - April 2019  The Equity Risk Premium is the average annual return from equities divided by the average annual return on 2…

Read post

Looking at the Evidence - March 2019

April 2th 2019

Looking at the Evidence We have written on many occasions highlighting the risks of current Stock Market valuations, particularly in the US. It…

Read post

Retirement Planning

March 22th 2019

Retirement Planning  The journey to retirement is often a difficult one, with a number of speed bumps and potholes that makes the process…

Read post

Tax Planning Thoughts - March 2019

March 15th 2019

Tax Planning Thoughts – March 2019 The Chancellor’s Spring Statement on Wednesday confirmed a number of tax measures introduced in the…

Read post

Chartist's Corner - March 2019

March 7th 2019

Chartist's Corner  If you want to know why investors remain attracted to equities despite all the risks that surround them look no further than…

Read post

Due diligence - If it's too good to be true it probably is!

February 21th 2019

Due Diligence - If it's too good to be true it probably is!  In late November 2018 an existing client brought to our attention an FCA…

Read post

Tax Planning Thoughts - February 2019

February 6th 2019

As the end of the 2018/19 tax year approaches, the following 'housekeeping' suggestions may improve tax efficiencies and utilise allowances that…

Read post

Chartist's Corner - February 2019

January 31th 2019

Chartist's Corner Once a month we will bringing you what we see as an important set of charts and why we are keeping an eye on them! The UK…

Read post

View more posts View fewer posts


If you want to learn more about finance and investing our education section provides access to our analysis and help you to interpret the complex financial World

View more downloads View fewer downloads

EST. 1999