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.

Please note, you may need to allow pop-ups in your browser to download newletters

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

Trump threatens 50% tariffs on EU and 25% on iPhones
Shares in the US and Europe fall after the US president says trade talks with the EU are "going nowhere".
Faisal Islam: Trump's tariff plans could spark global economic shock
The move threatens significant volatility in the coming weeks, ahead of a crucial G7 summit in Canada next month.
People urged to fix energy bills as prices fall
A typical annual domestic energy bill will drop by £129 in July, the first fall in a year.
Daily Telegraph to be sold to US firm RedBird
The American company agrees a deal to buy the Daily and Sunday Telegraph newspapers after a two-year ownership vacuum.
'I've applied for hundreds of jobs': One in eight youths not in work or education
New data suggests there were more than 920,000 young people not in work, education or training at the start of 2025.