Skip to main content

Category: Uncategorised

The Route Finance - navigatiing economic challenges

Introducing Richard Truett, Head of Business for The Route – Finance

We’re pleased to introduce Richard Truett who recently joined us as Head of The Route – Finance. Richard has a long history in finance having held a variety of senior executive positions within banking and, most recently, as Head of Strategy & Propositions. He is determined to ensure The Route – City wealth club (The…

Hello, Everyone.  We’re The Route.  It’s Our First Blog of 2020.

Publishing blogs on a regular basis reflects our open and transparent approach.  We want to connect with you, so look out for them. Why are we writing blogs? The team here at The Route have been doing their research.  We know that people who are interested in investment, wealth management and finance in general appreciate…

Tax Factors – The Rules Are Changing But EIS Remains A Prime Investment Driver

It’s easy to take something for granted once it has become part of the furniture.   Take the Enterprise Investment  Scheme (EIS). Introduced in 1994, the scheme was intended to encourage equity investment in small companies. As the Government minister in charge back then, Michael Portillo put it: “The purpose of Enterprise Investment Schemes is…

Beyond Plain Vanilla – Why Special Situations Lending Delivers Better Returns

The rapid expansion of the platform-based lending market has not only been good for businesses in search of capital but also for investors. The investor appeal of peer-to-peer lending – which comprises the largest share of the debt platform market – is straightforward. With Bank of England base rates set to stay at their current…

A Way Through the Property Maze

  Perhaps inevitably, concerns about the potential economic impact of Brexit –  coupled with the immediate reality of rising prices and relatively stagnant wages – have raised fears that the UK is facing another correction in property prices. Predictions of a sharp fall in house prices are clearly a source of concern, not just for…

The Benefits of the a Membership Model in a Changing Wealth Management Market

From institutions headquartered discreetly behind closed doors in smart Georgian terraces through to providers operating from prestige financial district office blocks, the private banking and wealth management industry has many faces. Some providers – usually characterised as wealth managers – focus on investment advice and execution, while others offer a broader range of services. And…