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What does ethical investment mean today?

With a growing number of clients asking us about Ethical investment, we thought a brief update would be of wider interest. Like many financial ideas, investing ‘ethically’ can quickly become overly complicated by industry language. It is not always well…

23rd February 2021

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The Cambridge Weekly – 22nd February 2021

One year on – who would have thought One year ago, on 19th February 2020, stock markets hit their pre-pandemic high. Over the five weeks that followed, markets plunged in the most extreme global market crash ever known, as the world…

22nd February 2021

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Planning, it’s not that simple

The Cambridge Dictionary describes Planning as: ‘the process of deciding in detail how to do something before you actually start to do it.’ That seems simple enough, yet one of the key challenges we have in life is to…

18th February 2021

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The Cambridge Weekly – 15th February 2021

No UK double dip, but much talk of bubbles ‘Worst recession in 300 years’ was how UK media framed Friday’s release of UK GDP growth data for the last quarter of 2020. They were also quick to point out that…

15th February 2021

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Staying Vigilant about Financial Scams

Sadly, as we live and work through the Pandemic, cyber criminals remain active and we continue to hear of some distressing cases. Whilst we discussed this topic in our Summer magazine, we make no apologies about highlighting it again.

9th February 2021

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The Cambridge Weekly – 8th February 2021

Calming of nerves After January’s misbehaviour – everything from riotous insurrection at the US Capitol to rebellious share speculation – February began with a more predictable return to normality. The share price of now internationally famous US video game store…

8th February 2021

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Financial Resolutions – five points to consider

Being a new year, you may have made some resolutions (which may already have slipped somewhat). The resolutions we tend to discuss are normally Financial Planning focused, reminding you about some financial matters such as getting your tax return…

3rd February 2021

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Cambridge Weekly – 1st February 2021

A fraying of nerves In the middle stages of the pandemic, when things had the potential for going very, very badly, there was a sense of global solidarity and unity among people and politicians. Maybe China received opprobrium – it was certainly…

1st February 2021

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Dan Stokoe joins Perspective from Schroders

Dan has been appointed as Principal Designate of the Group’s office in Chorley, Lancashire. Prior to Schroders, he spent 30 years with Lloyds Banking Group in senior management roles in…

28th January 2021

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Don’t forget your Tax Return

The deadline to file your online self-assessment tax return for 2019-20 is 31 January 2021 – and failure to do so can be very costly. Penalties for late returns start with an initial fixed penalty of £100 – which applies…

28th January 2021

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