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The World In A Week – Inching Towards A Deal

It was a rather lively week in financial markets, from the perspective of a UK-based investor. Sterling strengthened considerably against all major currencies, as markets anticipated a break-through in the long march to a Brexit deal. As Sterling strengthened, Global Equities as measured by MSCI ACWI were down -2.7% in GBP terms and the FTSE…

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Equity Markets

The World In A Week – Elephant In The Room

Last week, ISM data was released, this is a measure of new orders, production, employment, supplier deliveries and inventories; in essence, a measure of productivity. The key number to be cognisant of is 50, above 50 indicates an economy is in expansionary territory, below 50 indicates contraction and potential recession. Data for US and China…

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5 staycation destinations perfect for autumn

With summer over, the nights are already starting to draw in and the colder weather is arriving after months of record-breaking temperatures. That doesn’t mean you have to shelve your UK holiday plans until the spring though. Throughout autumn, there is still plenty of places to head without having to step on a plane when…

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4 reasons ISAs are still worthwhile

Changes to how savings are taxed means ISAs (Individual Savings Accounts) may not be as attractive as they once were. However, there are still plenty of reasons why ISAs should be part of your financial plan. ISAs were first introduced 20 years ago in a bid to encourage more people to save. An ISA is…

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Are you taking enough risk financially?

When you think of financial risk, it’s probably potential investment losses that come to mind. But not taking enough risk with your wealth can be just as damaging financially. News that UBS, the world’s largest wealth manager, will introduce a penalty for clients that hold a large portion of their assets in cash accounts gives…

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What to do if you think you’ll never retire

More people are paying into a pension than ever before. Yet, millions are still worried they’ll never be able to retire. If you have concerns about the retirement lifestyle you will be able to afford, there are often steps you can take to improve this. First, the good news: the number of people saving enough…

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Could your property boost your retirement fund?

Property is increasingly being seen as an asset that’s vital for funding retirement. It’s no surprise, after all, our homes are often one of the largest assets we have, but what are your options and the drawbacks of doing this? The value of property has grown enormously over the last few decades. If you’re approaching…

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Using your savings to achieve aspirations

What’s on your bucket list? Whether incredibly exciting experiences, exotic travel destinations or something entirely different features on your list, it’s likely finances will play some role in how achievable they are. Could your savings be used to tick a few of your aspirations off? You may have been saving with specific goals in mind…

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What do our clients say?

  • Thank you Paul for visiting my home recently for a dig through our various life insurance policies.

    I left my wife to run the meet and greet and she was very impressed with Paul's analytical approach, obvious knowledge and professional yet friendly manner.

    We were very happy that Paul was able to advise us on a type of cover we should be looking for and presented us with option on policies that were much more useful and with much cheaper premiums. Paul even made the form filling as simple as possible and for that we are grateful.

    The Gibsons

  • I was extremely pleased with Iain Parkhouse’s service and have no hesitation in recommending and referring his services. If you have not spoken to him recently, I would strongly suggest arranging a review with him.

    Denni Jackson, Sales & Marketing Director, Drifters Travel

  • I have known Iain Whitechurch for over 10 years now and he always provided me with expert advice on my investments and mortgages. He is a true expert in his field. Iain’s knowledge and experience is backed by his pleasant and professional approach. Iain always listens, he understands well what I am trying to achieve and he works in a very timely and efficient manner. Nothing is too much trouble for Iain. I wouldn’t hesitate to recommend his services and indeed I have to a number of my friends.

    R Thompson, M.D. London

  • Iain has spent quality time with me to understand my situation, my preferences, and my approach to investments. He has a great way of explaining things, and de-mystifying the most complex of matters and distilling it into something very easy to comprehend so that you can make informed decisions over your own financial affairs. Whatever your level of understanding and financial experience, he will adjust his approach and tailor it to suit your individual needs, taking time to be sure you are fully up to speed with whatever you are reviewing. Having worked with a number of IFAs in the past, I now feel totally at ease and confident working with Iain on an ongoing and regular basis to navigate the minefield of professional financial advice and financial services.

    S Khadka-Lowe, Director. Cobham

  • For almost 20 years I have used the services and advice from Iain Whitechurch, the services offered included, mortgages and re-mortgages, children’s saving plans and pensions in the main.

    The advice was always given at a level that was understandable and appropriate for my financial situation at the various times though out the last 20 years, which due to unforeseen circumstances has been ever changing.

    Along with the expert advice and service Iain has become an integral part in my financial future plans and decisions. He has also offered this same advice to my now adult children as they have always known him and trust his ability and advice. I have no reservations about recommending his services to family and friends, his friendly yet professional approach make dealing with financial decisions a less stressful experience.

    A Scutt, Specialist Nurse Manager, Copthorne

  • Every quarter I get information on how my investments are performing in relation to other investments in the portfolio in addition I can look up on the web to see how my interments are performing in their own right on a daily basis. Thanks to Felix I now have greater confidence in my financial future and I look forward to doing more business with him in the not too distant future.

    Calum Shaw

  • Gerard is a highly professional and knowledgeable financial adviser who I would unquestioningly recommend to anyone for advice and help. Picture him as an intrepid jungle guide, cutting a swathe through an otherwise thick, uninviting and seemingly tangled financial world and you won’t go far wrong. He’s helped my wife and I for a number of years and remains our go to adviser.

    Andy Cutbill, Co-Founder of Mr Bridger, ECD at ?What If! Innovation Partners

  • Having used Brian’s services on several occasions for myself, my friends and various colleagues I declare myself a great admirer of his professionalism and knowledge. And an all-round nice guy! If you are looking for an IFA – look no further, you’ve found the best one.

    Dallas Van Renselar

  • Iain is an honest guy who cares about the service he provides to his clients. His advice is always clear & well thought through.

    Stuart Gilbert

  • I gladly recommend Iain for his work as a financial adviser for me and for many other people I know within our network of friends and business colleagues. Above all, his knowledge of what is available and his expert opinion and advice has been, and continues to be completely reliable. I believe Iain delivers top quality as a person and within his business.

    Gerry Boniface, Sales Leader

  • I have known Iain Whitechurch for over 10 years now and he always provided me with expert advice on my investments and mortgages. He is a true expert in his field. Iain’s an expert in his field. His knowledge and experience is backed up by his pleasant and professional approach. Iain always listens, he understands well what I am trying to achieve and he works in a very timely and efficient manner. Nothing is too much trouble for Iain. I wouldn’t hesitate to recommend his service and indeed I have to a number of my friends.

    R Thompson

  • I first hired Felix in April 2011 to arrange my critical illness cover. Now I am notoriously hard to pin down to arrange stuff like this due to my constant work load. Felix was totally understanding of this and his incredible perseverance with me resulted in finally securing an excellent policy for me in March 2012. Felix visited me at my workshop on a number of occasions to gain all the relevant information that he needed. I cannot thank Felix enough for his hard work and patience and will be glad to recommend him in the future. And he makes a damn fine cup of tea as well!

    Richard Wallage

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