Aled Phillips Market Update with Aled Phillips March saw stocks continuing to perform well, finishing up 3% and year to date 9.5%. Bond markets however, struggled somewhat, generating a small gain of 0.9% – but YTD down 0.1%. The other major asset... Market Update
Rhys Hicks Spring Budget 2024: A financial planning perspective As you will most likely have seen, yesterday saw the Chancellor of the Exchequer deliver what could be the final Budget before the next General Election. With that in mind, many had predicted a statem... Insight
Aled Phillips Market Update with Aled Phillips February was another strong month for global stocks - which gained 5% - and a continuation of the positive movement that we saw in December and January. The month ended with the Nasdaq closing at reco... Market Update
Aled Phillips Market Update with Aled Phillips After another volatile year, we look back on 2023 from an unexpectedly strong position, following large market rallies through much of November and December. Continued falling inflation and expectatio... Market Update
Rhys Hicks Market Update with Aled Phillips In today’s update, we’ll take a deep dive into the key market movements seen across the globe throughout November. Global equities continue to perform robustly November proved to be the strongest mont... Market Update
Aled Phillips Autumn Statement: What you need to know The Autumn Statement delivered yesterday by Chancellor of the Exchequer, Jeremy Hunt, had long been earmarked by many to include a host of tax cuts and pro-business measures. While the headline announ... Market Update
Aled Phillips Market Update with Aled Phillips The last month was tough for markets with all major asset classes, aside from gold (+7%), experiencing losses. This saw global equities fall by 2.5% and commodities suffer most with a 5% drop. Bonds, ... Market Update
Aled Phillips Market Update with Aled Phillips Since our previous update in September, global markets continue to be influenced by a range of forces. As always, these are shorter term movements and are accounted for within your financial plans. It... Market Update
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
