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

Blow to Reeves as UK borrowing unexpectedly jumps
Borrowing - the difference between spending and tax revenue - was £17.8bn last month, putting more pressure on the chancellor.
HMRC denies 'deliberately poor' phone service
Thousands on hold to HMRC's helpline say they were cut off after waiting for 70 minutes.
Waitrose brings back free coffee for non-shoppers
The supermarket's loyalty scheme members can get a hot drink without making a purchase.
Trump considers 10% tariff on China from February
The new president accused Beijing of sending fentanyl to Mexico and Canada which ends up in the US.
Netflix to raise prices as new subscribers soar
Squid Game 2 and live sports, including the Jake Paul v Mike Tyson fight, fuelled new memberships.