News &
Financial Updates

Time in the Market, not Timing the Markets

We have all been told to ‘follow our instincts’ at some point in our lives but, when it comes to our finances, research has shown that going against what comes ‘naturally’ could help you achieve your long-term financial and lifestyle goals faster.

Common mistakes that investors make…..and how to overcome them

With ongoing uncertainty clouding our economy, the past six months market activity have highlighted two common errors that investors have been making, both of which can be remedied but both of which influence how their portfolios have performed.

Home Insurance – What is it Worth?

Our homes are one of our most valuable possessions – not simply from a bricks and mortar perspective, but all the contents, memories and comforts that it holds within.

The next budget date has been announced

The Chancellor has announced a Budget date of 6 November 2019, the first Budget after leaving the EU.

House price growth lowest in six years

House price inflation in the UK has stagnated since the Brexit vote amid ongoing uncertainty and political turmoil.

Private Medical Insurance – Is It Worth It?

Most UK residents are entitled to free healthcare from the NHS. With almost all conditions covered, it raises questions over why you would pay for private medical insurance (PMI).

Critical Illness Versus Terminal Illness Insurance

While the two may sound similar, they are in fact very different, particularly in relation to the severity of the illness. Also, one is free and the other one is not.

Market Commentary

Monthly Market Commentary – October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.

Monthly Market Commentary – September 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.

Monthly Market Commentary – August 2019

A look back at markets in August when shares declined and bonds outperformed amid rising concerns over the outlook for growth.

Quarterly Reports

Market Review – Quarter 3 2018

A Q3 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 2 2018

A Q2 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 1 2018

A Q1 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Finance in the news

Finance in the News – w/c 11.11.19

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 04.11.19

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.