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The role of trust in financial services

28th May 2019

Many of our clients choose to stay with us over the years – through lifetimes and sometimes even generations. David Pugh explores why we value trust as the cornerstone of all of our client relationships: Prompted by an article by Herman Brodie, a former algorithmic trader for an investment... read more

Posted in: Financial Planning, News

Trade Wars – the Strategy of Losers

16th May 2019

President Trump has left markets in a state of flux following tariffs rises on Chinese imports. Global equity markets saw the most significant weekly fall since the start of the year as the US poker game with China continued. Julian Broom, Head of Advice, explores the current situation: The... read more

Posted in: News

Listening and Learning

25th April 2019

David Pugh, our Global Head of Sales and Marketing, explains why client feedback is so important to us. One of our six company values is to delight our clients. And sometimes getting to grips with finances feels far from a delight! We know that for many the thought of... read more

Posted in: News

The UK – on its Way Out of Brexit?

16th January 2019

As expected, the House of Commons has voted against the government’s Brexit proposal. What was unexpected was the margin of defeat which has, in essence, forced the government to enter into cross-party discussions over what proposal Parliament should next vote on. In the meantime, the Labour party has proposed... read more

Posted in: News

Brexit – Anything is Possible

10th December 2018

The political cyclone of Brexit reaches another supposedly climactic point this Tuesday. At 7pm GMT, the House of Commons is due to vote on the EU Withdrawal Agreement, and Political Declaration agreed by the EU and UK Prime Minister May in November. The omens do not look good for her;... read more

Posted in: News

Brexit – The Certainty of Uncertainty

21st November 2018

Even by the standards of the extreme political melodrama that has consumed the UK in recent years, the events of past days, with regards the Brexit negotiations, have been quite extraordinary. In the last few days, the Cabinet has debated for five hours a 500 plus page draft European... read more

Posted in: Financial Planning, News

International Recognition for Jeremy and David

15th November 2018

International Adviser, a leading publication for the financial services sector, has announced its Top 100 list of Influential Advisers, and we are delighted to feature twice. Jeremy Woodley, our MD and Chairman, and David Pugh, our Sales and Marketing Director, are both noted in the list which recognises the... read more

Posted in: Financial Planning, News

The Fry Group announced Global Adviser for the second consecutive year

8th October 2018

The Fry Group has been recognised with a number of awards including the prestigious International Investment award for Global Best Practice in the Financial Advisory/Wealth Management category. The award has been designed to recognise leading wealth management firms from around the world, and joins our Global Adviser award presented... read more

Posted in: News

Understanding the role of a personal representative

27th June 2018

As you may be aware, the importance of appointing the right personal representatives of an estate reign high in order for wishes contained in the deceased’s Will to be fulfilled as smoothly as possible. However, merely granting someone as your personal representative should not be a tick-box exercise, but... read more

Posted in: Estate Planning, News