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Our latest investment news, stock spotlights and expert opinion.

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The 'M' Words

21st Jun 2021

Like money the menopause is a topic, many people find hard to talk about. So Andrea Steel grasps the nettle and shares her thoughts on both topics and, in particular, how the condition can make it hard to make good decisions about money.

Your Wealth

By Andrea Steel

Introducing Emma Parkes

15th Jun 2021

Emma shares how she would tell her 21-year old self to be brave and go for it and, in a departure from the brief, explains not what type of car she would be but instead what horse!

Your Wealth

By Mark Davidson

June 2021: Bitcoin & the cryptokids

3rd Jun 2021

The rise of cryptocurrencies has dominated headlines for the past few years and, for many, decentralized digital currencies such as Bitcoin are a force for evil, not good.

Viewpoint

By Anon

So you think you know yourself. But do you really…?

13th May 2021

Making decisions about your wealth should not be done without a clear understanding of your personal tolerance for investment risk. But what's the best way of achieving that and what are some of the pitfalls to avoid? Andrea Steel shares some valuable insight.

Your Wealth

By Andrea Steel

Introducing Daniel Mason

16th Apr 2021

Dan shares why he started working in investment management, his favourite source of entertainment, what he would tell his 21-year old self and why Bruce Lee is one of his heroes.

Your Wealth

By Mark Davidson

Market Risk

29th Mar 2021

To help investors make informed decisions we are running a series of articles on the topic of investment risk. We will explore a range of different areas, starting here with 'Market Risk'. In this piece we explain how stock markets across the globe can experience significant falls.

Your Wealth

By Andrea Steel

The Transfer Conundrum

19th Mar 2021

Investors contemplating switching their investments from one manager to another have the choice of two processes. In this piece we explain the differences between them and cover off recent developments involving technology.

Your Wealth

By Anon

Mix and Match - A strategy for investing in retirement

19th Mar 2021

Retirees who choose staying invested rather than buying an annuity need to think carefully about a suitable investment strategy. Adopting a flexible approach that involves dividing pension savings into multiple pots for different planning needs, is an interesting option.

Your Wealth

By Daniel Mason

Introducing Andrea Steel

10th Mar 2021

Our Strategic Partnerships Manager explains what she is most looking forward to when Covid restrictions pass, confirms her hero, tells what car she would be and outlines the qualities she thinks make a good adviser.

Your Wealth

By Mark Davidson

Helping Mogers Drewett address the digital divide

3rd Mar 2021

Andrea Steel, Strategic Partnership Manager at Church House joins Simon Walker from Mogers Drewett to hand over four laptops. These will go to the Wiltshire Digital Drive to help the local community in enabling education and bridging the digital divide.

News

By Mark Davidson

How to handle ‘exceptional’ outperformers like Scottish Mortgage

25th Feb 2021

James Johnsen explains how, as portfolio managers, we deal with the positive challenge of managing individual holdings, that experience significant growth.

Your Wealth

By James Johnsen

Beware of scams - Part 3

11th Feb 2021

This is the final piece in a series of articles from Emma Parkes, covering the topic of investment fraud. With Action Fraud reporting losses of £657.4m from September 2019 to 2020, this is a very real threat.

Your Wealth

By Anon

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