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

Cheaper China e-bikes 'kick in teeth' for UK firms
British makers of e-bikes are worried after the government scraps tariffs on Chinese e-bikes .
Bereaved families asked to return pension overpayments
A former pensions minister says the DWP does not make it clear to families the repayments are voluntary.
Trump suspends tariffs on small packages from China
The order ending duty-free shipment of packages from China worth less than $800 had caused chaos.
'Our mortgage may now go up by less than £125 a month'
The BBC hears from borrowers and savers about how the cut in interest rates will affect them.
US job growth slows but unemployment stays low
Firms created 143,000 jobs last month, below analysts' forecasts, but December's figure was upgraded.