News

Keeping you fully up to date with the latest Niche news, events and developments, along with regular insights into the world of financial advice and the work we do with our clients.

Ryan Caisley

How We Manage Risk in Income Drawdown

When transitioning to retirement and beginning to draw an income from your investment/pension portfolio, a critical but often overlooked risk comes into play: sequencing risk. Unlike market risk, whic...

Insight

4 Feb 2025

Tom Roberts

Fixed Fee Financial Planning and the FCA Consumer Duty

The FCA's Consumer Duty establishes a higher bar for financial advice firms, requiring them to deliver fair value, transparent services, and consistently good outcomes for consumers. Fixed fee financi...

Company

22 Jan 2025

Joe Bezani

Autumn Budget 2024: A financial planning perspective

Following weeks of speculation, on Wednesday afternoon Chancellor of the Exchequer, Rachel Reeves, presented the Labour government's first budget of their new term. Leading up to the budget we saw inc...

Insight

1 Nov 2024

Aled Phillips

Market Update with Aled Phillips

The last week has seen volatility in markets spike higher and stock markets fall. You will no doubt see a raft of headlines on the stock market action with the focus of the argument being on whether t...

Market Update

5 Aug 2024

Aled Phillips

Market Update with Aled Phillips

It was a generally mixed end to spring in terms of global markets. Asset classes in the UK generally performed well, and despite the calling of a General Election, markets remained fairly un-moved. In...

Market Update

5 Jun 2024

Aled Phillips

Market Update with Aled Phillips

With the new financial year well underway, this month’s market update takes a look at the past 12 months across global markets. Indeed, the last year has been very good for globally diversified invest...

Market Update

23 May 2024

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

8 Apr 2024

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

7 Mar 2024

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

4 Mar 2024

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

7 Feb 2024

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

7 Dec 2023

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

23 Nov 2023

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01633 851805 • 020 3878 3025
[email protected] 5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT

Chancery House, 53-64 Chancery Lane, London, WC2A 1QS