Insights

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

CGT Review – Stealth Wealth Tax?

The Chancellor, Rishi Sunak has asked the independent Office of Tax Simplification (OTS) to review Capital Gains Tax (CGT) legislation. This is partly in response

Matthew Clark July 27, 2020

What Lies Ahead for Markets – Europe and Asia in focus

The much heralded ‘V’ shaped recovery looks to have happened in markets after the shock of the covid-19 pandemic in March. There is great anticipation

Matthew Clark July 24, 2020

UK Summer Statement

Rishi Sunak, Chancellor of the Exchequer, announced a £30 billion plan to save the UK from mass unemployment by encouraging consumption. The measures announced aim

Matthew Clark July 8, 2020

Time in the Market not Market Timing for Investments

With any investment, the aim is to buy low and sell high. As such, it makes sense to try and identify when markets are cheap

Matthew Clark July 2, 2020

UK House Prices Fall For First Time Since 2012

Nationwide Building Society has announced today that UK house prices fell for the first time since 2012 in June. This is a result of the

Matthew Clark July 2, 2020

Market Overview & Outlook – Quarter 2 2020 (1 April – 30 June 2020)

Markets Surge in Q2 2020 The second quarter of 2020 has been incredible for investment markets, with impressive gains for both equities and bonds on

Matthew Clark July 2, 2020

Investment markets on a rollercoaster

As I look back at the first four months of 2020, this year has certainly been a rollercoaster for investments. After a promising start to

Matthew Clark May 7, 2020

Market Overview & Outlook – Quarter 1 2020 (1 January – 31 March 2020)

The first three months of 2020 were the worst for global markets since the 2008 financial crisis as a result of the coronavirus pandemic. Indeed,

Matthew Clark April 1, 2020

Coronavirus: The Week’s Global and Market Updates

Friday 20 March The world has received a ravaging from coronavirus this week, seeing countries like Australia and New Zealand closing borders to all non-essential

Emma March 23, 2020

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

CGT Review – Stealth Wealth Tax?

What Lies Ahead for Markets – Europe and Asia in focus

UK Summer Statement

Time in the Market not Market Timing for Investments

UK House Prices Fall For First Time Since 2012

Market Overview & Outlook – Quarter 2 2020 (1 April – 30 June 2020)

Investment markets on a rollercoaster

Market Overview & Outlook – Quarter 1 2020 (1 January – 31 March 2020)

Coronavirus: The Week’s Global and Market Updates

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