News & Blog

  • 11 August 2020

    Focus on the Horizon

    By FMB

    Investors will understandably be pondering their portfolios as economic challenges endure. You may have heard the age-old investment dictum – time in the market, not timing the market. If so, recent research* has explored the concept, with some very compelling results.

    In March 2000, during the height of the dot-com boom, if an investor made an investment of £1,000 in the

  • 07 August 2020

    Reassurance for Savers

    By FMB

    In the spring, a surge was reported in the number of people enquiring about and opening savings accounts, as they sought to secure the best rates, before interest rate cuts fed through to savings rates and to benefit from a secure home for their money.

    For UK savers, the Financial Services Compensation Scheme (FSCS) can provide a safeguard adding a valuable level of

  • • Values based investing is our preferred term for what some might call “ethical”, “sustainable” or “socially responsible” investing.

    • Vales are personal, so fund managers may differ in opinion as to what constitutes “ethical”

    • You can apply negative criteria to help choose which funds might match your values e.g. a fund that does NOT invest in tobacco manufacture and

  • 11 February 2020

    The Evolution of Ethical Investing...

    By FMB

    Ethical investment has traversed into the mainstream, as people increasingly choose to allocate their investable funds toward companies whose values and practices align with their personal beliefs, whether they be environmental, social, religious, or political. Some investors may choose to eliminate specific industries or allocate to other sectors which meet their ethical

  • The New Year period is a common time for people to take stock of their finances and make resolutions designed to boost their financial wellbeing. And a new study has found the likelihood of success in this area is heavily linked to receiving professional advice and the establishment of clear financial objectives.

    Advice is key to success

    The recently released research*

  • 17 May 2019

    May Market Update

    By FMB

    In our latest monthly investment update for May 2019, we look at how the investment markets, the global economy and commodity prices are performing.

    The FTSE 100 index of leading UK company shares finished closed at the end of April at 7,418.22 points, experiencing yet another positive month, rising 139.03 points or 1.91% during the month.

    European markets experienced a

  • Whether or not you can afford to lose money, most people would prefer not to. So, as long as we have been helping people with their finances, we have been having the same conversations about investing. (That’s over 30 years in case you are interested!) But we are not Superheroes with special powers. If someone promises you inside the inside track they might just be “The

  • 08 January 2019

    Filling the Advice Gap

    By FMB

    Has financial advice changed since the Retail Distribution Review in 2012?

    This year the Financial Conduct Authority (FCA) is set to review the RDR 6 years after the sweeping changes to our services were introduced.

    Undoubtedly there have been many positives. The uplift in minimum qualifications for Advisers has brought increased professionalism and the link between

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