Month: August 2015

As we’ve mentioned before, it is part of our job as financial planners to keep up with industry research, revisit old trends and basically make sure we are on top of the full financial picture for all of our clients. Read more …

For those of you who are business owners, or who have business owners as clients, it is likely that a relatively large amount of your wealth is currently placed within your business.

This arrangement is doubtless one of necessity, created at business formation, but it can cause problems for your financial planning. Read more …

As a Bristol business ourselves, we’re always ready and happy to celebrate the success of fellow local businesses, organisations and concerns. There has been a lot of positive news from the city recently, as it continues to thrive and grow as a whole and so, this month, we thought we would highlight these great stories from fellow Bristolians and their great aims, drives and companies. Read more …

The focus has shifted from Greece to China over recent days. Shares on the Shanghai Stock Exchange have continued to give investors a rough ride. While the problems stem mainly from the speculation that accompanied the end of the bull run and the role of the banks in funding domestic investors, there can be no doubt China’s economic growth is slowing. Witness the recent fall in the oil price to below $50. Little wonder global growth expectations are being ratcheted down. Read more …