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

M&S website completely down, leaving users unable to browse
The site reads: "Sorry you can't browse the site currently. We're making some updates and will be back soon."
Government borrowing higher than expected in April
Borrowing - the difference between spending and tax income - was £20.2bn, up £1bn from April last year.
Starmer announces U-turn on winter fuel payment cuts
The move follows political pressure in recent weeks after Labour losses at England's local elections.
Famous Apple designer Sir Jony Ive joins OpenAI
OpenAI is moving into hardware, in a threat to giants such as Sir Jony's former firm.
Nike to hike prices as it faces tariffs uncertainty
The sportswear giant said the adjustments are part of "seasonal planning" and did not mention Trump's tariffs.