Newsletters

Here you will find our quarterly newsletter providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.

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The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q3 2024

In this issue we take a look at interest rates, political concerns and US markets
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q4 2023

In this issue we take a look at interest rates, bonds and the FTSE
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q1 2024

In this issue we take a look at FTSE, inflation and the budget
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q2 2024

In this issue we take a look at FTSE, inflation and the election

UK News

UK expects to be hit by Trump tariffs, No 10 says
Downing Street does not rule out retaliating if new tariffs are imposed on Wednesday.
Primark boss quits after woman complains about his behaviour
Paul Marchant leaves after an allegation about his behaviour towards a woman "in a social environment".
Plan to raise protection on savings to £110,000
The amount of savings protected if a bank goes under should rise from the current £85,000, a regulator says.
Thames Water picks private equity firm as preferred buyer
The troubled water utility firm says KKR could complete the deal in the second half of this year.
The Swedish city fined for missing an environmental target
Gothenburg has to pay a financial penalty if it misses certain annual sustainability goals.