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Recent Articles

May Market Commentary

Introduction April was not a good month for world stock markets. We report on a dozen major markets in the Bulletin: they were all down in the month, with the…

Questions to Ask a Financial Planner

A financial planner is there to help you manage your wealth effectively and achieve your lifestyle goals. So when you have your first meeting with them, it’s important to make…

Will Russia Default on its Debt? And What Would That Mean?

In the middle of March, Russia was due to make an interest payment of $117m (£89m) on two bonds denominated in dollars. There was some dispute over the payment: Russia…

How the War in Ukraine Will Push up Prices

Following Russia’s invasion of Ukraine on February 24th, many of our clients have asked us if the war is likely to push up prices in the UK, making the current…

It’s Unfair! But how Unfair?

It is now a well-documented fact that the pandemic was good for billionaires. According to Oxfam’s annual report on global inequality – always released to coincide with the World Economic…

What Does the Spring Statement Mean For You?

All eyes were on Chancellor of the Exchequer Rishi Sunak last month as he gave his Spring Statement in the House of Commons. In the face…