Newsletters

Here you will find our quarterly newsletter providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.

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The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q4 2023

In this issue we take a look at interest rates, bonds and the FTSE
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q1 2024

In this issue we take a look at FTSE, inflation and the budget
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q2 2024

In this issue we take a look at FTSE, inflation and the election
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q3 2024

In this issue we take a look at interest rates, political concerns and US markets

UK News

Oil jumps to highest price since 2022 after report Trump to be briefed on new Iran options
Axios reported that US Central Command has prepared a plan for a wave of "short and powerful" strikes on Iran.
Interest rates expected to be held as uncertainty over Iran war continues
Future base rate changes are hard to predict as analysts judge the economic impact of the Iran war.
Musk accuses OpenAI lawyer of trying to 'trick' him in combative testimony
Elon Musk was cross-examined on the third day of the trial over his lawsuit against Sam Altman and OpenAI.
Meta shares slide as plan to spend billions more on AI spooks investors
Other tech giants Alphabet, Microsoft and Amazon also reported quarterly earnings on Wednesday.
Four key takeaways from Jerome Powell's final rate decision as Fed chair
Powell's news conference after holding rates covered the US-Israel war with Iran, inflation, legal attacks, and the Fed's independence.