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

South East Water faces £22m fine for supply failures
The firm was unable to cope during high demand, Ofwat says, leading to "immense stress" for customers.
China sets lowest economic growth target since 1991
It is also the first time the target has been lowered since it was cut to "around 5%" in 2023.
Are UK interest rates still expected to fall soon?
The interest rate set by the Bank of England affects mortgage, loan and savings rates for millions.
Will petrol and diesel prices go up now?
If oil prices remain high for some time, the knock-on effects could affect the costs of fuel and food
Stock markets and oil prices still volatile over fears Iran war may drag on
Experts have warned that if oil and gas prices remains elevated it could make goods and services more expensive.