Month: February 2024

Vizion Wealth named one of the UK’s Top Rated Firms 2024

We're thrilled to announce that Vizion Wealth has been named one of the UK’s Top Rated Firms 2024 by VouchedFor. This recognition highlights our dedication to providing our clients with the highest quality financial advice and support.

/ 29th February 2024

Our Guide to Year-End Tax Planning

As we approach the end of the tax year on 5 April 2024, it presents an ideal opportunity to assess and leverage the various allowances and reliefs available to enhance your tax profile. Allocating time for this review can provide valuable insight into potential opportunities for you and your family.

/ 26th February 2024

Market Update: M&A activity sets growth against value

Consumer confidence is yet to catch up with business sentiment which is now driving a flurry of value seeking mergers and acquisitions.

/ 26th February 2024

Market Update: UK not growing really, not growing nominally

The UK has had no real growth for two years but last week’s 2023 Q4 GDP data confirms a slight recession. Should the Bank of England respond?

/ 19th February 2024

DPMS Portfolio Commentary February 2024

2024 had a relatively rocket start with inflation coming in higher than expected across developed markets driving bond yields upwards and capital values down, the Purchasing Manager Index (PMI) surveys showing relatively weak results and geo-political instability in the Middle East unnerved investors. However, recent weeks have seen a reversal of this with some strong Q4 earnings results, improved consumer sentiment and optimism towards the first interest rate cuts since 2020.

/ 16th February 2024

Market Update: US stock market entering bubble territory?

With the S&P500 US stock index breaking through the 5,000 mark for the first time, we discuss parallels to the bubble from 25 years ago.

/ 12th February 2024

Are you aware of the changes to the State Pension?

The State Pension is set to increase commencing on 6 April 2024 due to a mechanism known as the ‘Triple Lock’. Chancellor Jeremy Hunt has announced an increase of 8.5%, which pensioners will welcome.

/ 7th February 2024

Market Update: Central banks challenge Goldilocks assumptions

The apparent acceptance of later rate cuts kept markets going during January, but may be put to the test in February as US regional banks creak, once again, under the increased cost of refinancing.

/ 5th February 2024