10 February 2025 In November 2024, Donald Trump was re-elected by US voters, and on 20 January 2025, he was inaugurated into the White House. Having served as President of the United States between 2016 and 2020, he returns to his post after beating Democratic nominee, Kamala Harris, in a closely contested race. Whatever your […]
Andrew Day
Your Q4 2024 global market update
13 January 2025 Welcome to your Q4 2024 global market update. Here, you’ll find a breakdown of how global stock markets performed between October and December 2024. Below is a table demonstrating the performance of six key world indices performed in Q4 and throughout the year. Source: JP Morgan As you can see, some regions […]
Joint life cover or single protection? Here are the pros and cons of each option
13 January 2025 Life cover can serve as a vital safety net, helping you and your loved ones maintain your standard of living after someone passes away. If you and your spouse are looking to obtain life cover to shield your loved ones from the unexpected, then the two main options available are: Joint life […]
3 crucial investment lessons to learn from market events in 2024
13 January 2025 Looking back on 2024, it’s fair to say that it was somewhat of a tumultuous year marked by volatility and significant market events. Indeed, from interest rate changes to major elections across the globe, the economic landscape was uncertain at times. Fortunately, despite some events causing uncertainty, markets ended the year on […]
It’s a Wonderful Life: 4 important financial planning lessons you could learn from this iconic Christmas film
11 December 2024 It’s Christmas – and what is Christmas without sitting down to watch your family’s favourite films under a warm blanket? For many, It’s a Wonderful Life epitomises everything magical about Christmas: an unlikely, heartwarming story about the true value of community and family. What’s more, the film contains a handful of helpful […]
3 ways to shape up your financial plan in 2025
11 December 2024 With just a few weeks left of 2024, you might be setting new year resolutions that you believe will improve your quality of life. These might be diet-related, fitness-focused, or to do with your career. While you’re at it, it may be useful to think about ways that you could improve, alter, […]
Our 2024 year in review
11 December 2024 As 2024 draws to a close, we’re taking a moment to reflect on the year and cast our eyes towards what 2025 might hold. The markets have provided a more positive backdrop to client portfolios in 2024 and we’ve made great progress with many clients’ financial plans. As a firm, we’ve had […]
Your Autumn Budget update – the key news from the chancellor’s statement
30 October 2024 Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore stability and start a decade of renewal”, Reeves described it as […]
What the 2024 general election could mean for your finances
26 June 2024 2024 has been called “the year of elections” with an estimated 2 billion people around the world heading to the polls. Voters in the UK will have their say on 4 July. Now that each of the main parties has published their manifestos, here’s what the 2024 general election could mean for […]
Guide: 7 useful questions if you plan to take a flexible income from your pension
26 March 2024 When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits your needs through flexi-access drawdown. A flexible income puts you in control and means you can adjust how much you withdraw from your pension if you […]