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2020 – A ten year outlook

24th February 2020

A new decade offers the opportunity to review and analyse some of the global factors which impact world markets. There are a number of key themes which may have an effect on investment planning this year, as well as over the next ten years. It is clear that there... read more

Posted in: Financial Planning, News

Where should I retire?

17th February 2020

One of the most frequently asked questions from our expatriate clients is “Where should I retire?”.  Climate, language and a low cost of living are often some of the first factors considered, but it is important to carefully think about the broader, long-term immigration and financial and tax planning... read more

Posted in: Financial Planning, News, Tax

An investment outlook for 2020 and beyond

14th February 2020

In a rapidly evolving world, when it comes to investment and tax planning it is vital to understand and take account of the global factors which impact world markets. Julian Broom, our Chief Investment Officer, shares his thoughts following our 2020 Investment Series, held in a number of locations... read more

Posted in: Financial Planning, News

Do financial planning and golf go hand-in-hand?

4th February 2020

Throughout our lives, we choose to call on the services of an adviser, tutor or mentor. Whether learning to ski, setting up a business or taking a driving test, a professional offers the support and guidance needed to help secure success. Gary Smithson, Financial Planner based in our Singapore... read more

Posted in: Financial Planning, News

Your 2020 financial planning checklist

13th January 2020

A new year (and even a new decade!) is always a good time to review your finances, ensuring they are in good shape to see you through 2020 and beyond. To follow is a checklist for some of the most important aspects which are worth considering this year: 1.... read more

Posted in: Financial Planning, Tax

Clarity in British Politics

13th December 2019

A decisive General Election in the UK has finally delivered clarity for the country and the markets. The overwhelming success of the Conservative party has shown the strength of feeling for Brexit, and resulted in the first majority government since 2017.  The situation creates a very different feel in... read more

Posted in: Financial Planning, News

Does award winning really matter?

7th December 2019

It’s no surprise that when looking for a firm to help with your finances, you’ll encounter a range of companies who claim to be the best in what they do. So how do you distinguish one from the other? David Pugh, our Chief Commercial Officer, explains why we feel... read more

Posted in: Financial Planning, News

Pensions and divorce

4th December 2019

According to research by Age UK, up to one in three couples in the 55-70 age bracket has experienced divorce. Like marriage, divorce is a contract – but in finalising the financial settlement, pensions can often be overlooked. It’s easy to forget the value of – and joint contributions... read more

Posted in: Financial Planning, News, Pensions

The Fry Group recognised for Influential Advisers

2nd December 2019

The 2019 Top 100 list of Influential Advisers has been announced by International Adviser, a leading publication for the financial services sector. The annual round up profiles individuals who have made a lasting impact in the sector with a focus on driving excellence, developing new initiatives and leading by... read more

Posted in: Financial Planning, News