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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 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

Your 2019 Financial Planning Checklist

10th January 2019

A new year offers a useful opportunity to consider your finances, ensuring they are in good shape to see you through 2019 and beyond. To help here is my checklist if you are looking to make the most of your financial planning this year: 1) Don’t forget your HMRC... read more

Posted in: Financial Planning

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

Ethical and Sustainable Investments

30th January 2018

The concept of ethical or sustainable investment is not a new one. In essence, investments are chosen surrounding identified key values, and traditionally avoid companies which operate in sectors such as tobacco, arms or gambling. Today, ethical investment is an increasingly accessible and attractive option for investors looking to... read more

Posted in: News

A right royal send off

6th June 2016

Whilst we will not be around to see our ‘send off’, the traditionally conservative funeral is changing. Have you given your funeral much thought? It is still a taboo subject but with a little thought and discussion with those to be left behind, we could make matters a whole... read more

Posted in: Financial Planning, Inheritance Tax

Pension Transfers

3rd June 2016

If you are considering changing pension contracts to a new scheme provider, there are number of options that need to be explored. Not only could there be penalties when leaving old contracts, but any guarantees or safeguarded benefits which might be left behind will need to be identified. Considering... read more

Posted in: Financial Planning, News, Pensions

Where have all the people gone?

25th May 2016

The question above is not just a bad line from a post-apocalyptic movie, but more a query about what 2060 might actually look like. There is a lot of talk about longevity in financial planning in connection with planning retirement income, and the long-term care aspects of living into... read more

Posted in: Financial Planning, News