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

Calculator: How will freeze on tax thresholds hit your take-home pay?
Wages have been rising faster than prices but you could pay more tax because of frozen thresholds.
Royal Mail allegedly 'choosing not to deliver letters', MP claims
Royal Mail has been accused of prioritising delivery of parcels and packages over letters, but it has denied this.
Six of Sarah Ferguson's companies winding down
The move follows further revelations over her friendship with the convicted paedophile Jeffrey Epstein.
Hyatt Hotels chairman steps down over Jeffrey Epstein ties
Billionaire Thomas Pritzker said he had exercised "terrible judgement" in keeping contact with Epstein.
Reddit's human content wins amid the AI flood
Reddit says its human contributors are valued amid an internet awash with AI-generated content.