We help individuals and businesses plan ahead.

As Financial Planners, our goal is to provide you with clear and concise advice, tailored to your specific needs, to help you achieve your financial objectives.

Market Update – February 2022

It’s hard to believe it’s now almost two years since we were sharing with you our views on what was happening in markets following the outbreak of Covid-19 early in 2020.

Investors have had a lot thrown at them in the period since but those of you who didn’t panic and remained invested benefited from a sharp recovery in the value of your investment portfolios.  However, we are now faced with inflation worries and can add the Russian invasion of Ukraine which, aside from the likelihood of human suffering, poses geopolitical dangers for the West.

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If you’re anything like us, you’ll love to know what’s going on. Here’s what’s happening inside and outside of Henderson Loggie Financial Planning – news, views and insights.

Responsible Investment

At its core ‘Responsible Investment’, is a range of investment styles that go beyond financial returns to incorporate investors’ values and opinions into the investment process.

Responsible investing is about generating returns that are sustainable for the future.

If you, like more and more people, want to use your money in a way that aligns with your values, you have some decisions to make.