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Latest News2023-03-21T10:22:38+00:00

Market Update – 24th July 2020

Global equity markets had a difficult week as markets reacted to tensions between the United States and China.

The situation between the United States and China has been brewing recently.  Tensions have been on the rise in relation to Hong Kong as the Chinese government is tightening its control over the region.  Last week, the US government closed a […]

July 27th, 2020|Finance, News|

Market Update – 26th May 2020

Last week, most global equity markets had a positive week despite it being like a a rollercoaster at times with often a positive day followed by a negative one.  This is because the week started strongly as results of a promising early trial for a vaccine against coronavirus boosted investors.  Whilst US biotechnology company, Moderna’s, success is still at […]

May 26th, 2020|Finance, News|

Market Update – 25th May 2020

Market Update: Rally pauses as markets weigh up latest virus developments

LAST WEEKS – KEY Takeaways

Markets: Uncertainty weighs on shares

  • Global shares fell at the start of the week after new coronavirus cases were reported in the Chinese city of Wuhan (where the virus originated) and the South Korean capital of Seoul;
  • The […]
May 25th, 2020|Covid-19, Finance, News|

Karrek Chartered Financial Planners – Other Services

We wanted to keep in touch with you to let you know about some of the products and services that we offer advice on at Karrek Chartered Financial Planners. We understand that times are very different at the moment but we can still help assist you with your financial goals and needs.

It is in times like […]

May 25th, 2020|Finance, News|

Market Update – 7th May 2020

Last week was a tale of two halves for global equity markets.  After a strong first part to the week which saw the FTSE 100 index break through the 6,000 barrier for the first time in eight weeks, most global equity markets fell back sharply on Thursday and Friday as a result of weak economic data, Royal Dutch Shell […]

May 7th, 2020|Finance, News|

1st May 2020 – Further Gains for Global Stock Markets

A fortnight ago we noted that, in spite of continuing lockdown measures and a raft of dire economic data, global stock markets had made a welcome – if partial – recovery from their late-March lows. Happily, this recovery has since continued almost uninterrupted. Having suffered a fall of historic scale and speed, the US stock market […]

May 4th, 2020|Covid-19, News, Trends|

Week to 17 April 2020 – market update

As you would expect when trying to manage through a global pandemic like coronavirus, there are a lot of positive and negative reports that create volatility in global equity markets and last week was no exception.  After sharp falls were experienced earlier in the week following a report by the International Monetary Fund on the global economic impact, […]

April 27th, 2020|Finance, News|

The new tax year 2020/21 – a quick guide

The 2020/21 tax year started at the stroke of midnight between the 5th and 6th of April.  While many individuals leave tax planning to the end of the tax year, you can look to maximise the benefits by using your personal tax allowances* and reliefs straight away.  Please get in touch to take advantage of one or more of the following:

Income Tax

April 9th, 2020|Finance, News|

Covid-19 – Insurance and staying protected – Your questions answered

The importance of staying protected

Coronavirus is having a huge impact on all of our lives and, it goes without saying, that this must be a very unsettling time for everyone. Not surprisingly, we’ve received a number of queries from our clients in relation to protection cover and claims which I have made every effort to provide […]

April 8th, 2020|Covid-19, Finance|

Covid 19 – How will it affect my mortgage? – Your questions answered

Many of you have already been in touch with us over the last few weeks with mortgage related queries. This email is intended to provide you with some general mortgage information and support relating to the COVID-19 outbreak.

The UK’s mortgage market has changed profoundly in the last two weeks as the full effect of the Coronavirus […]

April 8th, 2020|Covid-19, Mortgages|

How Will My Future Finances Be Affected After Coronavirus?


We wanted to keep you informed in light of recent volatility in the world stock markets, mainly due to the Coronavirus pandemic.

Our recommendation is not to panic and to sit tight. Your investment has been set up for the longer term. Market volatility is unnerving and differing opinions on what […]

April 1st, 2020|Covid-19, Finance, News|

Coronavirus and PruFund Investments

Given the current market conditions Prudential confirmed on Friday 27th March 2020 that they are applying downward Unit Price Adjustments (UPAs) to some more of their PruFund funds due to the current extraordinary market conditions as follows:

PruFund Investment Plan, PruFund Investment Plan Mark 2 & Mark 3

I know that many of you have […]

April 1st, 2020|Finance, News|
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