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

Q3 2024

In this issue we take a look at interest rates, political concerns and US markets
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

UK News

TSB name could disappear from UK in Santander deal
The bank is set to be integrated into Santander UK which has said there could be job cuts.
Government wins welfare bill vote after big concessions to rebels
MPs approved the Universal Credit and Personal Independence Payment Bill but only after ministers made big changes.
Two-year wait for several new workplace rights
Some measures within the Employment Rights Bill are not due to come into force until 2027.
M&S should be 'fully online' within four weeks, says boss
The retailer continues to recover from a cyber attack that is expected to hit profits by £300m.
Energy bills fall £11 a month but may not stay lower
Bills for homes using a typical amount of gas and electricity will drop by £11 a month.