Wimbledon's Leading Firm of Chartered Financial Planners

July Market Commentary

This time last month David Cameron was firmly in place as UK Prime Minister, facing the equally secure Jeremy Corbyn across the despatch box. Both of them were backing Remain in the forthcoming EU Referendum and – despite the occasional flurry of support for Leave – the UK looked set to stay a member of […]

Thank you Sophie…

We have had the pleasure of the lovely Sophie working with us for a two-week work experience placement. Sophie is an Ursuline High School student who has just completed her GCSEs and wanted to experience working in a financial services company. This is what she had to say about her two-week placement: “During the two weeks […]

The Winners of Wombledon Rounders, are we…

On Friday 10th June, 12 teams congregated at Old Rutlishians Sports Ground for the annual Wombeldon Rounders event sponsored by Hartley Fowler LLP.  All teams boasted a mixture of ages; both male and female in what proved to be a fun and relaxing event which allowed businesses in Wimbledon the chance to compete against each […]

The EU Referendum. Britain Takes Back Control. Or Does It?

The Result ‘I declare that the total votes cast for Remain were 16,141,241. The total votes cast for Leave were 17,410,742.’ ‘I will do everything I can as Prime Minister to steady the ship… but I do not think it would be right for me to be the Captain.’ Two announcements, coming little more than […]

Downsizing, retirement and proper planning

A recent study has found that 2.3 million UK homeowners aged 55 and over – almost 40% of people in that age bracket – are planning to downsize their home in order to raise money during their retirement. However, if downsizing wasn’t always the plan for these people, then it potentially shows poor financial planning […]

Charity events

Congratulations to Mat on completing his charity run for The Royal Marsden hospital last weekend. Not only did he complete his 10k run in good time, he also smashed his fundraising target! Well done Mat! Hot on his heels, Elliott has also thrown himself forward for a challenge.  At the end of July, he will be […]