Sophie Barnett Sophie Barnett

Sustainable Valuation Commentary

Louis Tambe, Senior Investment Analyst, provides valuation commentary for sustainable investors, following a turbulent political environment.

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Sophie Barnett Sophie Barnett

The Growth Plan: An update

As the deadline approached for BoE support of the government bond market to expire, political turmoil ratcheted up. Read our summary of today’s changes here.

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Sophie Barnett Sophie Barnett

An update for clients

In less than a month, the UK has appointed a new Prime Minister, lost a much respected sovereign, implemented an energy price cap and seen a ‘mini-budget’, causing Sterling’s collapse against the US Dollar.

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Sophie Barnett Sophie Barnett

Energy Costs Statement

Just days after taking office, Prime Minister Liz Truss has set out her government’s plans to tackle the rising energy cost crisis.

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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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