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Insights

Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.

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Stuart Walker

Stuart Walker

Chartered Financial Planner

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10 December 2019

  • Wealth
Five rules of tax year end planning

Christmas may be fast approaching but another important date is also looming on the horizon – the end of the tax year (5 April 2020).

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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03 December 2019

  • Wealth
Market Commentary November 2019

The main index got off to a good start in November with the release of better than expected Chinese manufacturing data. That, combined with hopes of progress in the US/China trade talks gave the markets a welcome lift following October’s fall.

Jennifer Duncan

Jennifer Duncan

Financial Planner

12 November 2019

  • Wealth
Is it possible to predict your financial future?

There is evidence indicating that forms of fortune telling have existed since 4000 BC. How these fortunes are divined can be done through various mediums by reading someone’s palm or use of tarot cards, or my personal favourite of having your future determined by watching a rooster picking grain (known as Alectromancy).

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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06 November 2019

  • Wealth
Market Commentary October 2019

Manufacturing data from the US released at the start of October, indicating a significant slowdown, immediately put the world’s main stock markets on the backfoot.

Rory Brand

Rory Brand

Chartered Financial Planner

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07 October 2019

  • Wealth
Where do you want to go?

When friends and family ask about my job, the most common question I get is “So what should I invest in?”… and I will always say “I think Blockbuster Video will bounce back any day now”. The truth is that “what should I invest in?” is an impossible question to answer without a clear idea of what the end-goal is.

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