News / page 2

30th May 2019 - Kevin Scott

Introducing Our New Office!

We are very proud to announce we are moving to our very own office! Whilst we have really enjoyed our time at St Anne’s House, as many of you will know, we are a growing company, focused on delivering an excellent financial planning service.  This has meant we need more space in order to continue growing our team and has…

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28th February 2019 - Tracey Payne

Markets do go down as well as up

Markets fell in 2018 – but keep this in perspective 2018 may have been a disappointing year for equities, but is shouldn’t have been a surprise December 2018 dished up a rather distasteful present for the holiday period.  Many lines were written in the broadsheets about the global equity market falls, but were they…

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13th December 2018 - Jennie Snooks

Christmas Office Opening Hours

The festive season is fast approaching and we wanted to share our office opening times over the holiday period. Our offices will be closed from 11:30am on Friday 14th December for our staff Christmas Lunch and will reopen on Monday 17th December at 9am. We will be closing the offices for the Christmas period…

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28th November 2018 - Jodie Richards

Arundel Castle Abseil

On Friday 28th September 2018, 6 of our employees took part in a charity abseil 180ft down the iconic Bake House Tower at Arundel Castle to raise money for Chestnut Tree House, our company charity of the year.  Kevin, Bertrand, Hannah, Jodie, Jacques and Sam all felt apprehensive before they began their descent down the tower.  However, they…

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5th October 2018 - Tracey Payne

Brexit and your portfolio

Whichever way one voted, it is hard not to be dismayed by the shambles that is Brexit, concocted by all sides. In the event that any deal agreed gets voted down in Parliament, or there is no deal, there is a material chance that the government could fall. One or both of these events would come with great…

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19th September 2018 - Tracey Payne

Alternative Reality

This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce volatility without reducing expected return or increase expected return without increasing volatility compared to those individual assets alone. Many investors have taken notice, and today, highly diversified portfolios of global stocks and bonds are readily available…

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21st August 2018 - Jacques Howell

Arundel Castle Abseil

On Friday 28th September 2018, Kevin, Bertrand, Jodie, Hannah, Jacques and Sam will be abseiling 180ft from the top of the iconic Bake House Tower at Arundel Castle to raise money for Chestnut Tree House. Chestnut Tree House is a children’s hospice covering East and West Sussex and South East Hampshire.  They care for 300…

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27th July 2018 - Jennie Snooks

Proms in the Paddock

Proms in the Paddock is a unique and hugely popular event that is brought to Lewes each summer by Commercial Square Bonfire Society.  It all takes place on Saturday 4th August 2018 in ‘The Paddock’, a long-established playing field in the heart of Lewes, surrounded by beautiful trees and overlooked by Lewes’ historic castle.  Last year we were…

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5th July 2018 - Samuel Martin

Top 5 ways to help your loved ones after you have gone

Recent research from Royal London showed one in three adults (33%) have dealt with the financial affairs of someone who has died, yet only a quarter (23%) have their own comprehensive file of financial information. This research prompted them to compile a top five list of things to-do, to help your loved ones after you have gone: Write…

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18th June 2018 - Tracey Payne

Some thoughts on bonds…

Challenging times In response to the very low yield on bonds, some investors have been tempted to chase higher yielding bonds, in an attempt to squeeze some return out of what feels like an unproductive portfolio allocation.  This is, unfortunately, an accident waiting to happen.  The phrase ‘picking up pennies in front of a steamroller’ comes…

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