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Insights

Investment scams awareness

16 November 2023

Investment scams awareness

Investment scams are unfortunately commonplace, with fraudsters constantly devising new ways to deceive unsuspecting individuals. The Financial Conduct Authority (FCA) receives thousands of reports…

The new Consumer Duty - what it means to you

4 November 2022

The new Consumer Duty – what it means to you

The Financial Conduct Authority is introducing new rules and guidance to make financial services work better for consumers….

Staying calm during financial ups and downs

14 October 2022

Staying calm during financial ups and downs

Since the announcement of the government’s mini-budget in September, there has been widespread disruption and turmoil in the financial markets. As reported in our…

James Sharp Investment Process

27 June 2022

James Sharp Investment Process

There is a collection of striking empirical evidence that shows the benefit and importance of time in the market. Factors, whether these be political,…

Behavioural Finance

27 June 2022

Behavioural Finance

As people make investment decisions which will naturally vary in terms of performance, and these decisions affect an investors financial future, investing can become…

Investment Products

27 June 2022

Investment Products

The world of investing has become increasingly interconnected over the past decades. Globalisation and communication has enabled companies to conduct their business at huge…

Are there investable AIM shares to manage inheritance tax?

15 August 2016

Are there investable AIM shares to manage inheritance tax?

Find out about Inheritance Tax planning and how our experts can help you….

Brexit - What's happening to investments?

13 July 2016

Brexit – What's happening to investments?

As the dust begins to settle on a post Brexit UK, there are many more questions than answers when it comes to assessing its impact….

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