Monika introduces “Baby Liam” to the team.

Monika with baby Liam. Paraplanner Monika Trow, who is presently on maternity leave, recently came into the Kettering Head Office to introduce baby Liam to the team. Liam came into the world on the morning of Monday 31st December 2018 weighing a healthy 8lb 6oz. This is Monika’s and her husband Adrian’s second and a [...]

2019-02-04T10:46:44+00:00 February 4th, 2019|News|

Welcome to Barnes Gladman.

Welcome to new team member Barnes Gladman who has joined the company as Financial Designer Support. Barnes has been working in the financial services industry for some time and has joined us from Mattioli Woods, after previously working for Greyfriars Asset Management After leaving Guilsborough Academy in Northamptonshire he obtained a Business Studies degree from [...]

2019-01-23T21:13:44+00:00 January 23rd, 2019|News|

Discretionary Fund Managers. What is the winning formula?

City Wire UK, the publishers of the leading professional financial services magazine "New Model Adviser" recently invited Caroline Anstee, Managing Director of Anstee & Co., to express her views on Discretionary Fund Managers (DFM). The article appeared in the magazine on the 3rd January 2019 as follows- Due diligence checks: How to make the DFM [...]

2019-01-11T15:54:22+00:00 January 14th, 2019|News|

Asset Classes? Do I need to attend them?

When undertaking a financial planning review with our clients our financial planners often talk about different asset classes. So what do they mean? Below is a brief overview of what these asset classes do. Some asset classes are better for income while others come into their own when you are looking for capital growth. Some [...]

2019-01-23T16:01:41+00:00 January 10th, 2019|News|

Inheritance Tax: IHT planning is key.

Whether it’s called Estate Duty, Capital Transfer Tax or now Inheritance Tax (IHT) death duties have been around for centuries. The purpose of these taxes has always been the same. To raise revenue for the Chancellor. Initially, the tax was aimed at only the very rich but over the years the bar has lowered with [...]

2019-01-23T15:58:06+00:00 January 3rd, 2019|News|

Wishing you a Merry Christmas and a prosperous New Year.

Wishing you a Merry Christmas and a prosperous New Year. Christmas and New Year office opening times. December 2018. Monday 24th – Closed. Tuesday 25th – Closed. Wednesday 26th – Closed. Thursday 27th – 9.00am to 3.30pm. Friday 28th – 9.00am to 3.30pm. Saturday 29th – Closed. Sunday 30th – Closed. Monday 31st – 9.00 [...]

2018-12-07T16:46:41+00:00 December 20th, 2018|News|

Investments. Are you taking more risk than you need?

With all the market volatility seen recently understanding your investments has never been more important. When was the last time you sat down with a financial planner to review your objectives and your attitude to risk? Hence your circumstances may have changed and you may be taking more risk and seeing more volatility than you [...]

2018-12-19T16:01:07+00:00 December 6th, 2018|News|

The Budget 2018. The key points.

Now that the dust has settled here are the key points of The Budget for 2018. Chancellor Philip Hammond delivered his 2018 Budget on 29 October. He stated that his was- "a budget for hard-working people" and that "the era of austerity is finally coming to an end". 3.3 million more people in work since 2010 [...]

2018-11-12T17:08:46+00:00 November 22nd, 2018|News|

Are you nearing retirement?

Putting a retirement plan in place. If you’re in your late fifties/early sixties and starting to think about retirement, there’s certainly a lot to think about! The important thing is to first get an idea of what level of income you’ll need in retirement so that you can comfortably enjoy your well-deserved leisure time. It’s [...]

2018-11-12T15:51:06+00:00 November 19th, 2018|News|

Venture Capital Trusts. Are they suitable for you?

Venture Capital Trusts (VCTs) are investment companies that are listed on the London Stock Exchange and are run by a Fund Manager.  They offer investors the chance to invest in small firms to help them grow. A VCT is highly tax-efficient as the government offers generous tax breaks to VCT investors.  They currently attract income [...]

2018-11-12T14:40:03+00:00 November 15th, 2018|News|