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

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
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

UK News

Trump wants to reduce the cost of fuel as the midterms loom - will it work?
The price of fuel has soared as the cost of living emerges as a key issue for millions of Americans.
'Add me on WhatsApp' scam calls to be investigated
The UK's data watchdog is investigating a spike in complaints about "robo calls" that appear to lead to a recruitment scam.
How soon into dating should you reveal your salary?
Talking about salary, spending habits and debt can be some of dating's trickier conversations.
White House blocks Microsoft from foreign worker hiring programme
An international visa programme has for years allowed US tech companies to hire highly skilled workers from abroad.
Mark Zuckerberg has an image problem - so why is Meta's business booming?
A new film paints the Meta founder as a villain. But the tech firm seems immune to bad publicity, writes our North America tech correspondent.