The Effect of Brexit

The question most asked by clients during annual reviews is “what effect will Brexit have on my investments?”Stock market performance generally reflects the known knowns. In other words it knows the possible outcomes and has valued shares accordingly. It is the known unknowns that cause problems – hard, soft, delayed or no Brexit!Once the known […]

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The Problems At Woodford Fund Managers

Neil Woodford’s Equity Income Fund has suspended encashments and additional investments for an as yet unknown period. This follows a period of underperformance by the manager that led to many investors withdrawing their investments.In order to allow for an orderly disposal of investments to meet redemptions, rather than being a distressed seller, the fund has […]

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Pension Freedoms

The new pension freedoms that were introduced in April 2015 have transformed the attraction of saving through pension plans, and introduced significant benefits and flexibility for those approaching retirement.In consequence, we have received a large number of enquiries for help and guidance.  In particular, we have arranged flexible draw down plans for a number of […]

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Invesco Perpetual Fund Manager Leaves

Neil Woodford has decided to leave the company in April next year. He manages the large and hugely successful Perpetual Income and High Income Funds. Neil has been a highly successful fund manager, an industry legend, and has been at Invesco Perpetual for most of his working life. His ability to earn his investors consistently […]

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