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.
Our Investment Commentary for Q3 2017 (1 July – 30 September 2017)
The global economy continues to expand, with the recovery in Europe now looking particularly impressive. This is supported by solid growth in corporate earnings, and equity market sentiment remains buoyant.
UK Economic Outlook for Sterling as Brexit negotiations start
The weaker UK Services Purchasing Managers’ data for August, at a 11-month low, confirm the on-going slowdown in UK economic growth.
Our Investment Commentary for Q2 2017 (1 April – 30 June 2017)
Global equity markets have continued to exhibit late bull market characteristics, climbing a ‘wall of worry’ to record highs, an 8-year long bull market, the second longest in history.
General Election 2017 – Another Political Shock
“Risk comes from not knowing what you’re doing.” (Warren Buffett)