Gold Standard Award for Pension Transfers

10th June 2019

The Fry Group* has been awarded the CII Gold Standard for pension transfer advice. This voluntary code was introduced last month by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society who work to promote ethical behaviour, high standards of professionalism for technical... read more

Posted in: Financial Planning, Pensions

Brexit – Maybe It Can Only Get Better

3rd June 2019

With every milestone, the UK’s position on Brexit becomes no clearer. Julian Broom, Chief Investment Officer, explores the impact of the recent developments in UK politics: The EU elections have heaped more pressure on the established UK political parties to find a way forward on Brexit. The Labour party... read more

Posted in: Uncategorized

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

Key Investment Trends for 2019

27th March 2019

Understanding the global factors which impact world markets is invaluable when investment planning. Key investment trends were explored as part of our annual investment conference, held in January over five locations across the world, including sessions at the Royal Society in London and the Goodwood Hotel in West Sussex.... read more

Posted in: Financial Planning

The Cost of Residential Care

19th February 2019

The government has recently opted to leave charging thresholds for residential care as they are for the ninth consecutive year. Consequently, the lower and upper capital limits remain at £14,250 and £23,250 respectively. This means that whilst those with assets of less than £14,250 do not have to pay... read more

Posted in: Estate Planning

Drafting a Power of Attorney

5th February 2019

Giving someone the power to deal with your affairs can be a good idea, but if the document isn’t drafted carefully it can lead to expensive financial and administrative problems. A Lasting Power of Attorney (LPA) is the document which gives someone the authority to deal with your financial... read more

Posted in: Estate Planning

How to leave money to a charity

1st February 2019

Charities rely on legacies for much of their funding and many of us want to leave money to good causes that have helped us during our lifetimes. But which is the best way to leave money to your chosen charity? Many charities receive a high proportion of their income... read more

Posted in: Estate Planning

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