Kerry Roffey joins the Team to support Business Growth
We are delighted to welcome Kerry Roffey on board as a Senior Technical Assistant at our office in Exeter.
Outlook for UK Markets
Despite the recent increased pace of economic growth being experienced by many developed and emerging countries, growth in the UK economy still appears to be hampered by significant ‘headwinds’
Febrile Markets
What a difference a day makes. I started to write this commentary yesterday following sharp falls in global equity markets of around 7% from their peak in late January.
Will Investment Markets Perform in 2018
2017 Record Year Overall, global equity markets had an excellent year in 2017, indeed the best since 2009 contrary to the pessimistic projections of many commentators.
New Year Financial Resolutions
Whilst our clients benefit from our holistic financial advice, I am often asked for a convenient financial check-list, sometimes to pass on to friends or wider family. Accordingly, this is my top-10 of New Year Financial Resolutions:
Global Markets and 2018 Outlook
Contrary to many commentators’ expectations, 2017 has been another good year for investments. However, for a UK sterling based investor, volatility has returned as currency movements have distorted and magnified market movements.
Client Service Enhancements
Whilst a friendly personal service will always remain at the heart of everything we do for our clients, every member of the team is engaged in a project to enhance our client proposition. The main project this year has been the launch of our client portal.
Autumn Budget – Brexit Takes Centre Stage as Hammond Grapples with Housing, Productivity and Inequality
Chancellor of the Exchequer, Philip Hammond had the unenviable task of delivering his Budget today.
New Model Adviser Award – Top 100 Firm 2017
We are delighted that for a second consecutive year we have been named as one of the top 100 UK financial advice firms by the respected Citywire company, New Model Adviser.
Update on Global Financial Markets Q4 2017
Global Financial markets continue to prosper in 2017 as positive economic activity worldwide is driven by accommodative monetary policy and, in most cases, negligible inflation.