Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

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Cheltenham: 01242 386650

Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

News & Guides

We do not advertise as we often get referred to new clients by existing clients and connections due to our long term focus and the high level of service we constantly offer.

We do, however, make our views well known and are often quoted in the national press, such as the Financial Times, Daily Telegraph and the Investors Chronicle, as well being interviewed on Radio Hereford & Worcester and the BBC news.

You will find below articles that may be of interest covering a range of topics from ‘changes in the industry’ to ‘Investment thoughts’:

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Newsletter
1 April 2017
We take a look at the subject of inflation, and the possible knock on effects that a new method of measuring it may have. Steve McKelvie delves into some of the complexities which surround our new pension freedoms, specifically the constraints that can...
News
10 March 2017
Looking at some of the changes announced in the Chancellor’s spring budget statement, and the impact they may have. We discuss the increased growth forecast for the UK, inflation expectations and what this could mean for interest rates, plus the...
Press Release
10 March 2017
Press Release
7 February 2017
Market Commentary - January 2017
News
2 February 2017
  Looking at whether equity markets are currently too expensive to buy into, and the possible future impacts of President Trump’s trade policies. We also discuss the merits of property investments and some misconceptions. This interview, recorded on 2/2...
Press Release
9 January 2017
Market Commentary - December 2016
Newsletter
22 December 2016
The latest on investment scams, some “Secret Santa nasties” from the Chancellor, plus our thoughts & views on what 2017 may bring.
News
12 December 2016
  This interview, recorded on 7/12/16, is designed to give an insight into our investment managers views about investing at the current time. It does not represent advice. Individuals seeking advice should talk to one of our advisers to obtain advice...
Press Release
12 December 2016
Market Commentary - November 2016
News
9 November 2016
A BBC radio interview with Paul Taylor touching on some of the reasons behind the anticipated market volatility following the election of Donald Trump as President of the United States. A brief look at what the futures markets are indicating might happen...

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