Author: Ian Brady and Jack Byerley

January 2021 UK Lockdown Client Update

To conclude, the removal of uncertainty, an economic recovery supported by policymakers and pent-up consumer demand, as well as a market that is cheap, under-owned and with supportive dividend growth potential means that the UK remains attractive on a multi-year time horizon, despite the imposition of Lockdown 3.

Commentary, May 2020 Asset Allocation

In April PMIs around the world have almost all hit record lows or touched 2009 levels. Car sales were down 96% in Italy and Spain and new car registrations fell by more than 97% in the UK. Japanese machine tool orders were down 40% year-on-year in March and Goldman Sachs suggested that Indian GDP could fall at a quarterly annualised rate of -45% in Q2

Commentary, March 2020 Asset Allocation

Since the first meeting of the year in January things have certainly escalated. We were then talking about the initial reaction of equities after the emergence of the virus in China. Now we have seen the virus take hold around the world, with Europe now the epicentre and the US not far behind.


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

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Professional Adviser Awards 2018

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Professional Adviser Awards 2018

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