We are often asked by our clients to provide more detailed views of our portfolio and to share our thoughts on what we look for when constructing portfolios. We have a number of tools at our disposal that allow us to look beyond the high level fund …

This week’s roundup includes news that a Brexit deal has received cabinet approval, the number of women heading up Britain’s top 350 companies have fallen and research has shown we spend one entire day a year complaining about consumer goods and serv…

This week’s roundup includes news that the pension age for women has been raised, 2019 will see a new energy price cap being introduced and the divide between North and South house prices could be expected to narrow.

Our autumn seminar season has come to an end after another successful round of events. The informative seminars featured Equilibrium’s Financial Planner Andrew Hirst delivering a presentation on ‘protecting your assets in times of change’, providing …

Headcount at Wilmslow wealth management firm now stands at 86

This week’s roundup includes updates from the Chancellor’s Autumn Budget speech, including updates on improved borrowing figures, tax increases for the self employed and a new levy to tackle technology giants.

There is a lyric from Baz Lurhman’s song, ‘Wear Sunscreen’, that goes; “Don't worry about the future……The real troubles in your life are apt to be things that never crossed your worried mind”

This week’s roundup includes news that a US private equity company has been accused of ‘misleading’ the government on its £13bn purchase of former Northern Rock mortgages, inflation fell by more than expected in September and more than 13 million peo…

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