This summer our staff day out proved a new challenge for some. A day kayaking along our local River Wensum through Norwich. Luckily it was a beautiful sunny day with minimal wind. With a mixed variety of experience between us from competition rower to complete novice. Pairings matching least with most training we all successfully…
It’s never easy to think about the possibility that you won’t be able to make your own decisions in the future. Preparing for the eventuality, completing a Power of Attorney early removes worry and stress at what could be a daunting time. What is a Power of Attorney? A power of attorney is a legal document…
The Women in Finance Awards celebrate individuals and organisations leading change, breaking down barriers. Creating new possibilities for equal representation in the world of finance. Shortlisted Financial Adviser of the Year 2018 We are proud to announce that Lisa at our office has been shortlisted in the prestigious Financial Adviser of the Year category. There were more than 1,000…
A recent article in Investment Week magazine provides a great insight from Iain Buckle and Euan McNeil. They co-manage the £465m Kames Ethical Corporate Bond fund. The article highlights their top five ethical bonds in their portfolio. The Kames Ethical Corporate Bond fund was one of the first of its type when it launched in 2000 and celebrates its 18th birthday. Like…
We are excited to announce we have been shortlisted for the 2018 Money Marketing Small Adviser of the Year award. After applying we have attended a further interview and await the results at the award ceremony in June. It was open to firms that have been in existence for at least 12 months and that are able to demonstrate a good…
Promoting Ethical Shopping and Ethical Business in Support of the Development of a Better World In the current economic context, we all need to spend money to purchase basic things. But it is often overlooked how, while out shopping, we can all assist in creating a better world through the simple choices we make. By…
Yesterday we visited the Kames Capital Ethical Roadshow. With environmental issues coming increasingly to the fore and more Funds coming to the market looking to satisfy a rise in interest in sustainable investing, this was a great opportunity to hear from arguably one of the most established Ethical and Sustainable investment teams in the market place –…
**Updated 28/10/2019 When we signed up to the Charter in March 2018 we had 50% female representation. As of July 19 we have 50% female representation in senior management. We believe we are on track to meet our Charter target by our deadline. Equally we have a new trainee financial adviser which has increased our…
If you paid to register a Power of Attorney in England or Wales between 1 April 2013 and 31 March 2017, you’re owed a refund of up to £54. Under a new Government scheme, those who paid a registration fee for a Lasting Power of Attorney in that period can apply for a partial refund…
You may have noticed us referring to ‘new legislation’ and ‘MiFID II’ over recent months (equally you may not!). As this major piece of legislation has been formally adopted from the start of the year, we thought it might be useful to summarise some of the changes we face as an industry and what it…
