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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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Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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24 December 2019

  • Wealth
A reflection on the outcome of the General Election and how this impacts the markets

A couple of weeks on from the General Election announcement, now seems like a good time to reflect on the outcome of the result. The strong showing by the Conservative Government suggests that political stability has improved albeit there are still uncertainties lingering around, notably the terms of the UK’s withdrawal from the EU and the effect on the Union.

11 December 2019

  • Wealth
Plan your Christmas budget

Is it too early to start thinking about Christmas 2020? It’s not unusual for us to speak to clients who are looking to consolidate credit cards debts into their mortgage following a Christmas splurge. Whilst this will cut down their outgoings in the short term, it is no way to run their financial planning.

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).

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.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

08 August 2019

  • Wealth
Hit your pensions limit? Time to explore more options

With increasing numbers of people facing problems and questions created by the pension Lifetime Allowance and Annual Allowance limits and rules, navigating the pension and tax system that surround them has become increasingly difficult for savers.

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