Sophie Barnett Sophie Barnett

Expanding our team in Cambridge

We are excited to have expanded into Cambridge, recently hiring a team covering investment management and financial planning.

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Sophie Barnett Sophie Barnett

An update for our clients

As a brief recap, we entered 2022 with a degree of optimism however the changing environment means we have evolved client portfolios.

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Sophie Barnett Sophie Barnett

Spring Statement

The Spring Statement was not meant to be a mini-budget, despite what many headlines suggested. Read our summary of the key points.

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Sophie Barnett Sophie Barnett

Focus on Renewables

James Calder, Head of Research, highlights an investment that may be a beneficiary of rising inflation and electricity prices - renewables.

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Sophie Barnett Sophie Barnett

Ukraine update

Given the ongoing situation in Ukraine, we share an update on the impact on portfolios and how we are responding to market conditions.

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Sophie Barnett Sophie Barnett

Case Study | Portfolio Review

In this case study, our Head of Research James Calder looks at helping a client invest cash in their SIPP, to grow steadily over the longer term.

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Sophie Barnett Sophie Barnett

Comments on Ukraine

With this week’s events in the Ukraine, geopolitical risk has increased and markets have reacted accordingly.

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Sophie Barnett Sophie Barnett

Scams and Frauds

In recent months, many of us have been surprised by the unprecedented number of reports of attempted fraud and scam activities.

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Sophie Barnett Sophie Barnett

Case Study | Portfolio Review

In this case study, our Head of Research James Calder looks at helping a client meet their objectives for both his own ISA and his daughter’s SIPP.

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Sophie Barnett Sophie Barnett

Valuation Commentary

For most of our clients, inflation forms the core of their targeted return and remains an important consideration when we make investment decisions on your behalf.

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Sophie Barnett Sophie Barnett

Inflation and Us: Part 1

Our Business Development Team look into how CPI is calculated and why it is relevant for investors.

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Sophie Barnett Sophie Barnett

China’s Regulatory Crackdown

Increased regulatory scrutiny in China has been a talking point for some time, and we expect that it will persist for some time longer.

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Joanne Mallett Joanne Mallett

MPS Update May 2021

Our latest market update looks at the recent sell-off for Global Government bonds, and whether the pick up in economic activity means inflation is an increasing concern.

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