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Gareth Says – The End of an Era
October 31, 2022

Gareth Says – The End of an Era

Gareth Says – The End of an Era I am sad to say that the Aviva With-Profits fund is closing to new business at the end of December 2022...

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Newsletter Issue 67
August 31, 2022

Newsletter Issue 67

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Gareth Says – Valuations By Email?
August 31, 2022

Gareth Says – Valuations By Email?

Gareth Says – Valuations By Email? As you know we issue valuations three times a year, currently in February, June and October. Following a...

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Newsletter Issue 65
June 30, 2022

Newsletter Issue 65

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Gareth Says – Difficult Markets
June 30, 2022

Gareth Says – Difficult Markets

Gareth Says – Difficult Markets The FTSE has been the best major world market this year, down 4.1% at the time of writing, 17/06/22. The...

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Gareth Says – M&T Model Portfolios
April 29, 2022

Gareth Says – M&T Model Portfolios

Gareth Says – M&T Model Portfolios On April 6th we decided to take some funds out of Equities within the M&T discretionary managed...

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Gareth Says – Market Volatility
February 18, 2022

Gareth Says – Market Volatility

Gareth Says – Market Volatility January has been the worst month on World Markets since March 2020.Markets were nervous all month, for a...

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Gareth Says – Ethical Eyes Portfolio
December 16, 2021

Gareth Says – Ethical Eyes Portfolio

Gareth Says – Ethical Eyes Portfolio We are looking to launch an Ethical Portfolio in January 2022 via LGT Vestra using their...

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Morfitt & Turnbull (Management Services) Ltd
No.1 Booths Park
Chelford Road
Knutsford
Cheshire
WA16 8GS (Sat Nav WA16 8QZ)

Telephone : 01565 624 370

Email : [email protected]

Craig Greenall, Director at Morfitt & Turnbull is SOLLA Accredited

Morfitt & Turnbull (Management Services) Limited is Authorised and Regulated by the Financial Conduct Authority, under the reference number 114775. Copyright © 2025. All rights reserved.