Blog

It has been a while since I have written about the financial markets so I thought this month it would be good to provide a brief overview of recent events. Last year, 2023 was a better year for investors with both fixed interest and equities bouncing back after one of the toughest years in 2022.

The date has been set for the end of October and Labour has already said there will be some difficult decisions. Previously I have written about the Budget but as this was some time ago, I thought it would be interesting to revisit, especially with all the history that surrounds it. The Budget dates back

This summer has certainly been one for sport with the Olympics just finishing with an elaborate closing ceremony. The one thing that this Olympics has made me reconsider is playing the National Lottery. In recent years I had stopped playing with the view that there was limited chance of winning, forgetting about how it has

We have just passed the half way point of the year so this is a good time to think about the goals we set ourselves at the beginning of the year and reevaluate them. With football still fresh in our minds, it is something that can be compared to half-time. Half-time in football is 15

I began my career in the finance industry in the late 80’s and therefore I have seen lots of changes in research tools as well as how we deliver our advice but I am sure there is still more to come and it’s hard to predict what changes we will see in the future. I

As advisers we have noticed that more and more of our clients are interested in sustainable funds, which is now a worldwide trend. Investing in sustainability is on the rise with Morgan Stanley*1 claiming that more than three quarters (77%) of investors globally are interested in investing in companies or funds that aim to achieve

With the new tax year just beginning and the last one fresh in our minds, I thought I would write about ISAs as I often find that these are overlooked. ISA stands for Individual Savings Account, which were introduced on 6 April 1999, replacing the earlier Personal Equity Plans (PEPs) and Tax-Exempt Special Savings Accounts

I am writing this article on Valentine’s day, which has focused my thoughts on what I view as one of the essential ingredients for a long and happy relationship. It is estimated that financial problems contribute to 20-40% of divorces, which indicates that out of 10 marriages that end in divorce four of them are