Introducing our newest adviser Liam Dowle

Liam Dowle has become our latest Chartered Financial Adviser. Liam joined us as part of our graduate scheme in 2017 and is a highly valued member of our advisory team.

22nd November 2024

Driving Sustainable Practices for a Greener Future

We are committed to reducing our ecological footprint and adopting environmentally friendly practices across all aspects of our business. By adopting a range of green initiatives, we are actively reducing our carbon footprint and promoting a healthier planet.

5th July 2024

Z-Arts – a year on

It has been nearly a year since we first donated funds to Z-Arts, to establish a library for children in the local community and we are thrilled to share an exciting update.

19th December 2023

Budget 2024 Update

On 30th October the Chancellor, Rachel Reeves, delivered the first budget of the new Labour government. This budget was subject to a significant amount of anticipation and speculation, partly due to the much discussed “black hole” in public finances. Now the dust has settled, here is a summary of the main changes that will affect personal finances and the investment landscape.

13th November 2024

Economic Commentary – Q2, 2024

Since the start of the year markets have oscillated from excessive optimism of multiple interest rate cuts to concerns that inflation could reaccelerate. As we head into the second half of 2024 the consensus view of US economic data is that growth will moderate but remain stable and inflation will continue to reduce.

9th August 2024

Economic Commentary – Q1 2024

Equity markets have enjoyed a robust start to 2024, continuing the trend that started in the fourth quarter of 2023 even as one of the main contributors of that optimism, the markets expectation of interest rate cuts, diminished in strength and timing.

11th April 2024

Market Observations – March 2023

Last week Silicon Valley Bank (SVB) became the second largest bank to fail in US history. In the March 2023 market observations, we explore why it failed and the implications for other banks and wider markets.

14th March 2023

Market Observations – July 2022

After a multi-year period in which the share prices of companies promising high rates of future growth have defied gravity, they have recently fallen precipitously. The question is whether the long bull run for growth companies is over, or whether this is another opportunity to “buy the dip”?

24th August 2022

Market Observations – May 2022

Russia’s invasion of Ukraine shocked global markets and has the potential to fundamentally change the global political and economic landscape.

5th May 2022