Aled Phillips Market Update with Aled Phillips As ever, these articles are not a call to action but an explanation of the economic factors affecting your portfolios. These short-term movements are not relevant in the longer term, but important to ... Market Update
Tom Roberts What does Consumer Duty mean for you? On 31st July 2023, the Financial Conduct Authority (FCA) introduced a new set of rules called Consumer Duty. The aim of these rules is to set a higher standard of consumer protection across the UK fin... Company
Aled Phillips Market Update with Aled Phillips Global stocks had another positive month in June, with prices rising by over 5%. These gains were broad based, meaning the market as a whole experienced increases. Developed markets did however perfor... Insight
Ryan Caisley Reclaiming Personal Allowance: Avoiding the 60% tax trap As individuals, we all want to make the most of our hard-earned money while minimising our tax liabilities. One effective way to achieve this is by reclaiming lost personal allowance through pension c... Insight
Ed Peach National Insurance: Should I make a shortfall payment? The deadline to cover any National Insurance (NI) contribution shortfalls between 2006 and 2016 is just over a month away. From August 2023, you will only be able make up gaps in your contributions fr... Insight
Aled Phillips Market Update with Aled Phillips Global financial markets have been grappling with a mix of factors over recent months, which has led to a degree of turbulence for investors. From persistent inflation concerns to signs of economic re... Market Update
Aled Phillips Market Update with Aled Phillips With a turbulent 2022 behind us, the first quarter of 2023 proved equally dynamic, with several newsworthy events testing global markets. Commercial Director and Chartered Financial Planner, Aled Phil... Market Update
Rhys Hicks Top Rated Adviser Guide: Niche advisers named in The Times The 2023 VouchedFor Top Rated Financial Adviser Guide was published in The Times earlier this month, with four of Niche’s financial planners once again included. Joining Commercial Director and Charte... Company
Joe Bezani Spring Budget 2023: The key takeaways While the headlines from yesterday's Budget have certainly been less dramatic than we saw six months ago, the detail that came in the Chancellor's announcement is no less impactful. The Office for Bud... Market Update
Aled Phillips Market Update with Aled Phillips On the back of a relatively benign start to the year’s economic developments, last Thursday saw the Bank of England raise its base rate by 0.5% to 4%. As Niche Operations Director and Chartered Financ... Market Update
Aled Phillips Market Update: A look ahead to 2023 Chartered Financial Planner and Operations Director at Niche, Aled Phillips , has provided his latest Market Update, reflecting on an uncertain 2022 and taking a look ahead at the potential trends thr... Market Update
Joe Bezani Spotlight: Enterprise Investment Schemes In our previous Spotlight article , we delved into Venture Capital Trusts (VCTs). Today, we take a closer look at its very slightly older sibling, the Enterprise Investment Scheme (EIS). Whereas VCTs ... Insight