October 2023 Newsletter

In this edition, we look at financial wellbeing and its importance to mental health. We’re also delighted to announce another award and include our regular updates on the best versus the worst performing funds

June 2023 Newsletter

In this edition we take a look at sustainable investing and whether ESG funds are not only good for the planet but a good investment choice as well. We also outline the recent changes to pension legislation and how it could affect your savings.

February 2023 Newsletter

In this edition, we look at what constitutes a recession and your investment options during a falling market. We’re also delighted to be recognised as 11th in the Financial Times top 100 Financial Advisers 2022.

October 2022 Newsletter

In this issue, we focus on how you can weather the current economic uncertainty and explore the long-term investment prospects of clean energy. We also learn more about our team of advisers and look at leading investment manager, Cormac Weldon.

June 2022 Newsletter

In this issue, we look at how you can generate income from your investments, Five ways to keep your money safe to avoid investor fraud and a spotlight on Terry Smith, one of the Fundsmith Equity Fund Managers who’ve demonstrated consistent outperformance of their peer group over time.

February 2022 Newsletter

In this issue we take a look at when it’s a good idea to review your finances and check your portfolio is still working for you. We talk you through what clients can expect from logging in to MurdochView and provide an update on the changes to paying for adult social care.

October 2021 Newsletter

In this issue, we ask, ‘What does good financial advice look like?’ and provide you with ten questions to ask a prospective financial adviser. We also look at how much it costs to fund a comfortable retirement and are delighted to announce that we’ve won another award.

June 2021 Newsletter

This newsletter celebrates our 30th birthday. Jim Murdoch, founder of Murdoch Asset Management, talks about what the company and the staff mean to him. We look back at the past thirty years and how we went from one man’s vision to an award-winning company and focus the spotlight on our longest serving and newest members of staff.

February 2021 Newsletter

In the first edition of 2021, we take a look at making the most of your allowances before the tax year ends, discuss how much rainy day cash is enough and outline your options when it comes to paying care home fees.