Month: March 2016

US Research Trip March 2016 Commentary

I have recently returned from my annual investor trip to the USA and what follows are my observations of what is happening in the US and global economies. Like prior years I met with companies operating across Energy, Technology, Industrial, Homebuilding and Consumer related industries […]

Q1 2016 Commentary

The first trading day of the year saw Iran and Saudi Arabia break off diplomatic relations, the Shanghai stock market fall 7% and the UK, US and Korea publish
poor economic data. That seemed to set the tone for the next six weeks […]

Top 100: The full list of fantastic firms

Take a look at the full 100 financial planning firms which made it into this year’s New Model Adviser® Top 100. The list is in alphabetical order.

Big bond funds face up to outflow woe

Anxiety over the inflated size of bond funds has until recently focused on how managers can wisely allocate such huge amounts of capital. But that discussion has now inverted: the new question is how bond funds will cope with massive outflows.

Adviser Profile: Jeremy Arthur of Harpsden WM

Henley-on-Thames-based Harpsden Wealth Management used the same brand consultancy as the star fund manager when it changed its name this year and has accumulated £230 million of assets under advice from the area’s wealthy residents.

Smith on Funds: Invesco’s fettered funds face a bright future

The recent shuffle at Invesco Perpetual, which saw head of US equities Ian Brady take over the management of the group’s fettered fund of funds from CIO Bob Yerbury, should ensure the continued success of the range.


Testimonials

Jeremy is always easy to contact and is happy to meet as frequently as I feel is necessary. He is measured and empathetic to my situation. He always deals with ad hoc requests swiftly and he has provided advice over and above that which I am paying for.”

Stacey, London

“Roland prepares well for our review meetings and always allows plenty of time for a full discussion of our affairs and explanations of relevant new developments/legislation. He always deals with our affairs and any queries that may arise during the year promptly and efficiently. We are very pleased with all aspects of the service we receive.”

Andrew, Suffolk

“Harpsden provided us with excellent, complete and impartial advice. Jeremy Arthur’s understanding of matters peripheral to investments was very good and his knowledge enabled us to question and clarify other advice being provided by other advisers. We have complete trust in them which we have not always felt with other financial advisers.”

Amanda, Oxfordshire

“Jeremy has been an exemplary advisor, offering me excellent professional advice, showing absolute professional discretion and where appropriate connected me to useful contacts. It has to date been a pleasure working with Jeremy.”

Stephen, Oxfordshire

“Jeremy has been very professional from day one and has always taken the utmost care in finding out what I needed and how to best provide that for me. It does not end there, we meet on a regular basis to discuss where I am and any changes in my short or long term plans. I would wholeheartedly recommend Jeremy without any hesitation what so ever.”

Lis, Oxfordshire

“I completely trust Roland. He’s clear in assessing the level of risk I want to adopt, in advising on my current position and the options available, and in explaining his reasons for his advice on the best way forward. I have been using him for many years, and trust him so much that he is now also advising my wife, my 2 children, my mother and also acted (until her death) for my aunt!”

Robert, Surrey

Our Awards

Society of Trust and Estate Practitioners (STEP) 2018/19

Finalist: Financial Advisor Team of the Year 2018/19

Professional Adviser Awards 2018

Winner: Adviser firm of the year (UK)

Professional Adviser Awards 2018

Winner: Adviser firm of the year (South East)

New Model Adviser

Top 100 Financial Planning Firms 2018

Corporate Chartered Financial Planners

awarded by The Chartered Insurance Institute (CII)

Money Marketing Financial Services awards 2017

Highly commended: Best Investment Adviser