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

Q3 2024

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

UK News

US and China agree to slash tariffs for 90 days
US Treasury Secretary Scott Bessent says both countries will lower their reciprocal tariffs by 115%.
Kwik Fit founder Sir Tom Farmer dies aged 84
The Edinburgh-born businessman built the firm into a £1bn business and also owned Hibernian FC.
Tips from first-time buyers: 'We bought a £320,000 home aged 25'
Young buyers are saving hard, moving cities, and using government schemes to get on the housing ladder.
'I freaked out and spent $400 online': US consumers on cheap shipping changes
How consumers are reacting to shipping changes that mean low-value packages entering the US no longer avoid tariffs.
Trump heads to Saudi Arabia eyeing more investment in US
As the president goes to Saudi Arabia, Qatar and the UAE he wants them to buy more from the States.