Autumn Issue Forty Four

As interest rates hit a 15-year high on the back of stubbornly high inflation, returns on certain gilts have been a ray of sunshine for some investors seeking an income. Sir John Royden, Head of…

Rebecca Dawkins, Associate Wealth Planner at JM Finn, explains the rules on topping up missing National Insurance years to potentially increase state pension income.

While a handful of global heavyweight US companies currently dominate the headlines, market conditions could benefit the less glamorous US mid-cap sector in the future.

A spotlight on three of the key companies we’ve met during the past quarter. We met or spoke with the companies below and you can learn more on any of these by contacting the person at JM Finn with…

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

When screening companies we often look for something called operating leverage.

When people in later life borrow money against their property, should they opt for traditional equity release or an interest-only retirement mortgage?

While UK inflation has come down from a 41-year peak last October, at 6.8% the July rate remains stubbornly above the government’s desired 2% figure.