Professional Adviser Awards

Congratulations to everyone at Johnston Campbell for making us the “Best IFA to work for” once again. Professional Adviser Magazine holds these awards every year and they are well contested by everyone in the industry so we are delighted to win. You may recall we reported that won this award a couple of years back. … Continued

Financial Wellbeing

Recently the Personal Finance Society commissioned a video with ITN productions which looks at Financial Wellbeing and the importance of taking control of your finances. The video is hosted by Alice Beer and features Natasha Kaplinsky and our Pensions Director Conall Reilly. Conall explains that financial wellbeing might mean using a variety of planning solutions … Continued

Celebrating Success with the Chartered Management Institute

It's fantastic to celebrate some success in these difficult times. Ray Hall our Operations manager has just achieved his chartered status presented by Tom Doran of the Chartered Management Institute. This has been no insignificant feat as during his study he has moved house and started a family! I asked Ray to tell me about … Continued

Zoom Round Table Event – 24th June

‘Has coronavirus affected your investments?’   For most people, the answer to this question is ‘Yes’. For anyone with an interest, the media are making it clear that global stock markets have been volatile and the implication is that investors should be nervous. If you have money invested in pension plans, ISAs, Unit Trusts, any … Continued

Beware of Scams

This week I have received two scam emails, all very genuine looking from my internet service provider. All I had to do was to put in my password and no doubt I would have been poorer by the end of the day or at least my information passed to someone with ulterior motives. Scams have … Continued

A time for Thatcherism?

In the midst of a crisis like this, it’s natural to reach for historical comparisons. Perhaps the kind of economy we’ll inherit when the coronaviris crisis has passed is unprecedented? Perhaps not? Never before has the state expanded to the levels we are seeing ie paying our wages, propping up businesses and limiting our freedoms. … Continued

A helicopter crash and investment fear?

During a discussion this week about fear in the investment markets one of our advisers, Bryan Dunlop, mentioned to me that his only experience of a helicopter crash and managing fear had similarities to managing an investment portfolio. Intrigued, I asked him to tell me more. Bryan said, I was commissioned into 2nd Gurkha Rifles … Continued

R Value 0.99 & 1.01 – a world of difference…

Perhaps the key question currently regarding Covid 19 relates to which elements of normal life can resume without pushing the R value beyond 1?  If the number is higher than one the virus spreads further and it’s only a matter of time before the virus overwhelms the NHS.  By contrast, if the R remains below … Continued

Help for Lisburn Triathlon Club

Before we went into lock-down we made a commitment to fund the purchase of a gazebo for Lisburn Triathlon Club. Our own Kerry McCaughan a member. The good news is, the gazebo has arrived! It looks fantastic! The bad news is, they can’t take it to any races just yet, for obvious reasons. Triathletes don’t … Continued

Could the Covid – 19 bear market be over already?

What we’ve seen over the last few weeks is stocks tumbling – a bear market. The famous investor, Lord Templeton, said that the four most dangerous words in investing are ‘it’s different this time’. With this in mind, below is a chart going back to the financial crisis from 2007-2009. Can you guess what the … Continued