Insights

US Economy Shows Strong Recovery in Q1 2021

US GDP bounced 6.4% in Q1 2021, its largest first quarter rise since 1984 and beating estimates of 6.1%. GDP is now less than 1%

Matthew Clark April 29, 2021

Coronavirus Contingency Plans : April 2021

As the situation with COVID-19 (Coronavirus) currently stands, and based on our contingency plans and latest advice, we are confident that we can continue to

Emma April 9, 2021

Market Overview & Outlook Quarter 1 2021 (1 January – 31 March 2021) Equities Cap Best Year Since 1930s

The global economy is expected to rebound strongly in 2021 by 5.5% according to the IMF as vaccination programmes with continuing financial support from governments

Matthew Clark April 6, 2021

Budget 3 March 2021 – Personal Finance Measures

The Chancellor, Rishi Sunak delivered a Budget which is characterised as spend now and tax later, the aim being to stimulate and support the British

Matthew Clark March 3, 2021

Bond Market Volatility

The weather in March is known for its harshness and unpredictability, captured by the proverb: ‘In like a lion and out like a lamb.’ After

Matthew Clark March 1, 2021

Coronavirus Lockdown: 31 December 2020- Contingency Plans

As the situation with COVID-19 (Coronavirus) currently stands, and based on our contingency plans and latest advice, we are confident that we can continue to

Emma December 31, 2020

Market Overview & Outlook Quarter 4 2020 (1 October – 31 December 2020) Roaring 20s Beckon

Global markets rallied an impressive 8% in the last three months of 2020 into a headwind of sterling appreciation, and notching up an overall gain

Matthew Clark December 29, 2020

Coronavirus Lockdown: 5 November – 2 December 2020- Contingency Plans

As the situation with COVID-19 (Coronavirus) currently stands, and based on our contingency plans and latest advice, we are confident that we can continue to

Matthew Clark December 2, 2020

Grounds for Cautious Optimism for Investment Markets

After the euphoric reaction to the apparent breakthrough on the coronavirus vaccine last week and the US Presidential election result, where are we heading with

Matthew Clark November 16, 2020

New Model Adviser Top 100 Firm 2020 for fifth year

We are delighted that for a fifth year in a row, we have been named as one of the top 100 UK financial advice firms

Matthew Clark November 10, 2020

Market Overview & Outlook Quarter 3 2020 (1 July – 30 September 2020) Coronavirus Reality Check

Global markets have reflected the delicate balance between the re-opening of the economy and containing the spread of coronavirus in the third quarter of 2020.

Matthew Clark September 28, 2020

Lasting Power of Attorney with Discretionary Fund Management

Other than writing a Will, writing a Lasting Power of Attorney (LPA) is one of the key pillars with regard to personal financial planning. An

Matthew Clark August 14, 2020

US Economy Shows Strong Recovery in Q1 2021

Coronavirus Contingency Plans : April 2021

Market Overview & Outlook Quarter 1 2021 (1 January – 31 March 2021) Equities Cap Best Year Since 1930s

Budget 3 March 2021 – Personal Finance Measures

Bond Market Volatility

Coronavirus Lockdown: 31 December 2020- Contingency Plans

Market Overview & Outlook Quarter 4 2020 (1 October – 31 December 2020) Roaring 20s Beckon

Coronavirus Lockdown: 5 November – 2 December 2020- Contingency Plans

Grounds for Cautious Optimism for Investment Markets

New Model Adviser Top 100 Firm 2020 for fifth year

Market Overview & Outlook Quarter 3 2020 (1 July – 30 September 2020) Coronavirus Reality Check

Lasting Power of Attorney with Discretionary Fund Management

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