Knowledge

Unlike the Brexit process, global stock markets typically made progress in March, ending the quarter in reassuring mood.

18Apr2019

Ermin Fosse

________

As financial planners one of the first subjects we explore with clients is whether they have enough protection – Life Assurance, Critical Illness and Income Protection or sick pay. Arguably the most important topic of discussion is – what would happen if things went wrong? Would your family cope financially?

15Apr2019

Daniel Boden

Chartered Financial Planner

There’s less than a fortnight to go until the end of the tax year but there may still be time to consider some last-minute tax planning to maximise the use of allowances, reliefs and exemptions for this tax year. Some of these will be lost if not used before the tax year end.

20Mar2019

James Hollway

Registered Adviser and Partner

Markets continued to build on the positive momentum seen in January, buoyed by an increasingly dovish tone from the Federal Reserve, as well as further positive soundings from trade negotiations between China and the US. Pleasingly, this means much of the lost ground from the end of 2018, and December’s dramatic sell off, has now been recovered.

18Mar2019

Ermin Fosse

________

Pleasingly, global stock markets started 2019 on the front foot, although, a number of economic challenges faced at the end of 2018, remain.

26Feb2019

Ermin Fosse

________

Most investors will have noticed that 2018 was a challenging year for capital markets. Annual performance figures may have been negative, depending on the investment timeframe, which of course can be a worry.

22Feb2019

James de Lisle Wells

Chartered & Certified Financial Planner and Partner