News

Spring Budget Statement March 2023

Before the Chancellor stood up on 15 March to deliver his budget speech, we were all aware of the impact of rising inflation on the cost of living so many were looking to see what the Chancellor would do to help with this. In the few days prior to the budget there were many comments... Read More »

Market review – January 2023

Happy New Year and I hope that you all managed to have a relaxing festive period. As always seems to be the case, it feels like a lifetime ago now! For this review, we will have a quick look back at December, as well as giving a brief overview of how the year panned out... Read More »

Market review – December 2022

As we approach the festive season, are we starting to see some positive news on the economic front? November saw global equities generally build on the positive returns seen in November. This meant, for the first time since last summer, equities saw consecutive months of gains. A lot of this positivity is on the hope... Read More »

Autumn Budget Statement 2022 – what does it mean for your finances?

The one thing we all knew before the Chancellor stood up to deliver the autumn budget on Thursday 17 November was that it would be painful – the unknown was precisely how painful. Pensions Before the budget statement there was lots of speculation that the life time allowance would remain fixed for longer, annual allowance... Read More »

Market review – October 2022

September was another month of market volatility, which continued the downward trend that we have seen all this year. The UK market Several of the major central banks continued to raise their interest rates to counter the rising inflationary pressures. The Bank of England (BoE) delayed their announcement in September due to the Queen’s passing,... Read More »

Market review – September 2022

Following the recent ‘mini budget’ from the new Chancellor, Kwasi Kwarteng, there has been significant disruption to the global markets which will inevitably have knock-on effects to your investments. In this month’s market update, I summarise the recent changes and how this may affect you. As always, please get in touch to discuss your investment... Read More »