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Latest News2020-04-08T13:16:26+00:00

Market Update – 7th May 2020

May 7th, 2020|Finance, News|

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 […]

1st May 2020 – Further Gains for Global Stock Markets

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

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 […]

Week to 17 April 2020 – market update

April 27th, 2020|Finance, News|

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, […]

The new tax year 2020/21 – a quick guide

April 9th, 2020|Finance, News|

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


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

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

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 […]

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

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

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 […]

How Will My Future Finances Be Affected After Coronavirus?

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


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 […]

Coronavirus and PruFund Investments

April 1st, 2020|Finance, News|

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 […]

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