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As part of the ongoing service to our clients, our Investment Management team provide their insight into matters affecting the markets through a Weekly Market Summary email. We also provide informative updates on other key events such as elections and the Budget.
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Latest News
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Top 10 tips if you’re retiring in 2020.
Many people use the New Year as an opportunity to review their finances and make plans for the year ahead. If you are planning to retire […]
19th December 2019
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Season’s Greetings.
Best wishes over the festive season and for the year ahead.
17th December 2019
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Top ten tips to avoid getting into debt this Christmas.
Christmas is an expensive time of year as the cost of presents, decorations, meals out and entertaining all add up. Individuals intend to spend £567 each at Christmas, with 46% planning to pay for it using credit cards, store cards and overdrafts.
19th November 2019
Market Updates
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General Election 2019 Market Update.
“Leave” won the 2016 EU referendum by a small majority, the Conservatives won the 2019 general election by a land slide.
13th December 2019
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Woodford Equity Income Fund.
You may have seen in the news that one of the UK’s best known Fund Managers, Neil Woodford, has told investors that they can't sell their holdings in his Woodford Equity Income Fund for the time being.
10th June 2019
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Spring Statement 2019.
Today the Chancellor of the Exchequer, Philip Hammond, delivered his Spring Statement.
13th March 2019