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

We need to stop AI developing without humans, says Anthropic co-founder
Jack Clark tells BBC's Newsnight AI could get to the point where it develops without human input.
Who can buy shares in Elon Musk's SpaceX?
From next week individual investors can take a stake in Musk's rockets-to-AI company.
Is there an AI stock market bubble, and is it ready to burst?
Despite the Iran war, inflation and debt fears, US markets keep hitting record highs, fueled largely by AI. BBC's Samira Hussain looks into whether that bubble will burst.
Hospitality jobs boom as US prepares for World Cup
It is the third month in a row US jobs figures have beaten expectations.
British Heart Foundation plans to close 150 charity shops
The charity says it is facing "an exceptionally challenging trading environment".