Category: Wealth Management

Market Review January 2020

China grabbed the headlines again in January, but this time not for trade. On 31st December, the Chinese authorities notified the World Health Organisation of an outbreak of the Coronavirus in Wuhan City and in doing so, relegated the trade war and the World Economic Forum in Davos to mere sideshows throughout January...

/ 12th February 2020

2020 Financial Resolutions

Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet these goals can often seem out of reach. In today’s complex financial environment, achieving your financial goals may not be that straightforward.

/ 27th January 2020

Market Review December 2019

Global equity markets enjoyed a Santa rally in December as optimism returned to the global trade outlook, policies from central banks remained supportive and investors took the view that ultra-low interest rates would remain in place for longer...

/ 14th January 2020

Every Journey Starts with a Destination

Every plan starts with a goal, just like every journey starts with a destination. Planning your financial future is not only important for your security, but it also provides peace of mind. Financial planning should be viewed as a long-term approach to managing your finances...

/ 10th January 2020

Market Review November 2019

Equities continued to rally in November – a relatively consistent feature of markets in 2019, despite the multitude of geopolitical risks that investors have faced this year...

/ 13th December 2019

For Richer, For Poorer

Divorce – it’s one of the most difficult subjects to talk about. The emotional upheaval of divorce can be difficult to deal with, but so too can the financial implications. When relationships come to an end, there are so many things to consider. Children, home and support are naturally the first things you focus on.

/ 20th November 2019

Market Review October 2019

Global stock markets continued to march on in October, with the US market posting a series of new all-time highs amid several positive catalysts including a US interest rate cut, positive news flow around US-China trade negotiations, and a raft of upbeat corporate results. Tensions between the US and China appeared to be mellowing with commentary suggesting that both nations were looking to roll back tariffs on traded goods...

/ 13th November 2019

Market Review September 2019

There was a good feeling sweeping through the equity markets in September as most of the major indices returned positive numbers.  There were no spectacular rises – Japan and South Korea led the way as both markets gained 5% in the month, and a couple of markets barely moved at all, but the news was overwhelmingly positive...

/ 14th October 2019

Market Review August 2019

August is usually quite a quiet month; stuck in the middle of the period that journalists often call “silly season” - a quiet period when there isn’t much to report so there’s more coverage of lighter, perhaps more frivolous stories. Not this year...

/ 12th September 2019

Market Review July 2019

After an exceptionally strong start to the year, financial markets paused for breath in July, with most asset classes delivering muted returns. The Federal Reserve (the Fed) lowered US interest rates for the first time in 11 years, and the European Central Bank (ECB) gave strong hints that an easing package is on the way...

/ 12th August 2019

Market Review June 2019

During June, we have seen much stronger than expected employment numbers in the US, and positive industrial production data from Europe, signalling that the global economy is perhaps in better health than suggested by the negative long-term bond yields in many parts of the western world...

/ 16th July 2019

Market Review May 2019

For much of this year, equity markets have enjoyed a healthy climb, assisted by a dovish tone from central banks, as well as the possibility of a trade deal between the US and China. As we entered May, the S&P 500 was at an all-time high. However, just six days into the month, investors were tested by the announcement that the US would be moving ahead with tariff increases on US imports from China...

/ 12th June 2019

Building a Diverse Portfolio

Making sense of today’s market headwinds and building a diverse portfolio should be key priorities for all investors. Whether you have a lump sum to invest or want to invest regularly each month, it’s important to know your money is working hard for you...

/ 3rd June 2019

Breaking Up is Hard to Do

Divorce is undoubtedly one of the most difficult subjects to talk about. When relationships come to an end, there are so many things to consider – children, home and support are naturally the first things you would focus on. In fact, when you begin the process of separating a shared life, the sheer number of things to deal with can seem very daunting...

/ 28th May 2019

Market Review April 2019

Markets continued to climb the proverbial wall of worry over April as the S&P 500 was back into record-setting mode, moving past its previous all-time high set back in October 2018...

/ 17th May 2019

Market Review March 2019

As Q1 2019 came to a close, we can reflect on a quarter which saw equity markets rebound from the sell-off seen late last year. Most major regions delivered positive returns for the first three months of 2019 with the US in particular recapturing much of the decline experienced in the run-up to Christmas.

/ 5th April 2019

We’re in the Sunday Times’ Guide of the UK’s Top Rated Financial Advisers!

We are so proud to have been included in The Times as one of the most popular financial advice firms, according to VouchedFor. The rating site released its list of financial advisers who qualified for its 2019 Guide To The UK’s Top Rated Financial Advisers by receiving the highest number of positive reviews from their clients...

/ 18th March 2019

Market Review February 2019

February was another month when all the important news seemed to happen in the last week of the month.President Trump met with North Korea’s Kim Jong-un for a second time, only for the talks to break down as the US refused North Korea’s demands for sanctions relief...

/ 11th March 2019

Market Review January 2019: New Year New Markets…

Despite a rocky start over fears of a slowdown in China, world stock markets enjoyed a good month as all major markets were up in January. The positive momentum experienced at the beginning of 2019 is a much needed change of sentiment for the markets which despite the continued global growth expectation (as shown below) was held down by a cloud of negative investor sentiment for much of 2018...

/ 12th February 2019

Market Review December 2018

What were your expectations for December? A quiet wind down to Christmas perhaps? Everyone leaving their offices early, attending various Christmas parties and not much happening in the second half of the month? Nothing could be further from the truth, December was one of the most eventful months of the year...

/ 11th January 2019