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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

The UK Budget – 16 March 2016

17th March 2016

It seems the Chancellor often uses a headline-grabbing policy in his Budgets.  This time we have sugar tax.  The cynic might say this is a deliberate ploy to divert attention from generally disappointing news on the state of the economy.  Whilst the sugar tax will have little impact on... read more

Posted in: Financial Planning

Accessing your Pension Fund

10th March 2016

When it comes to accessing your pension fund, there are number of rules and regulations to adhere to. These rules allow you to not just comply with taxation laws, but also ensure that you are able to withdraw funds without complication. Recently the rules surrounding taking from funds for... read more

Posted in: Financial Planning, News, Pensions, Tax

2 + 2 = ????

3rd March 2016

Change is afoot when it comes to pension planning. So if you are happily saving for your pension assuming that you know what your contributions are allowed to be, then be aware of the Chancellor’s latest involvement. From April 2016, if you are earning more than £110,000 you will... read more

Posted in: Financial Planning, News, Pensions, Tax