Currently browsing financial planning

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

Finding a good financial adviser

21st November 2019

The cornerstone of good financial advice is in finding the right adviser to work with. David Pugh, our Chief Commercial Officer, explores the steps which can be useful in the quest to choose a financial adviser. Seeking out a good financial adviser might feel like something of a challenge.... read more

Posted in: Financial Planning, News

Global award success

29th October 2019

We are very proud to have been recognised by International Adviser with a record number of global awards at this year’s presentations. This success acknowledges the hard work, professionalism and client focus of our teams in the UK, Belgium, Singapore, Hong Kong and the Middle East. The awards we... read more

Posted in: Financial Planning, News

Keeping perspective

2nd October 2019

Risk assets globally are hanging on to the good gains made on a year-to-date basis. While there may be growing concerns over the growth outlook for the world economy, Central Banks are on easing mode, albeit reluctantly, helping to allay some of the worst fears of recession. Trade wars... 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