New appointments and promotions

We are delighted to announce a series of key promotions within our business, further strengthening our leadership team and reinforcing our commitment to delivering excellent outcomes for our clients.

17th January 2025

A Christmas donation to Z-Arts

We were delighted to provide a further £2,000 donation to Z-arts this Christmas, which will directly support their children’s library in expanding resources and enriching early years activities that play a crucial role in childhood development.

26th December 2024

Festive Thank You to Our Amazing Team

This year’s annual team Christmas lunch at Piccolino Manchester, was a wonderful opportunity to celebrate the hard work and dedication of our incredible team

20th December 2024

Economic Commentary – Q4, 2024

2024 saw elections in over 70 countries with changes in government in the UK and USA, and political uncertainty in France and Germany. The war in Ukraine has entered its third year and conflict in the Middle East has expanded to Lebanon and Syria. Despite this political instability risk assets have provided strong returns during the year, with both equities and credit performing strongly.

29th January 2025

Economic Commentary – Q3, 2024

The outcome of the US Presidential election is likely to have a significant impact on global markets but is not reflected in the valuation included with this report. We will be reflecting on the result in due course, but this current commentary focusses on events up to the end of October, rather than speculating on the outcome or the immediate impact of the results.

18th January 2025

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

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