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Recent Articles

August Market Commentary

Introduction  If there was one word that characterised July, it was tension. Tension between Beijing and Hong Kong, tension between China and the US, and tension between China and the…

Where does the value lie in the client/adviser relationship?

There are many ways that value is expressed in the relationship between a financial planner and a client; the most obvious being the way that an adviser can guide a…

The world is in recession. Why is the stock market reaching ever higher?

Current World Bank forecasts indicate that the Covid19 recession will be the deepest since WWII and the Treasury’s forecaster has suggested that it could take until the end of 2022…

Will triple lock state pensions survive the current economic crisis?

The Covid-19 pandemic has dealt a crippling blow to the British economy. The latest predictions from the Office for Budget Responsibility say that the country is on track to see…

July Market Commentary

Looking back to the start of last month, June began optimistically as the Space X astronauts reached the International Space Station and ended on an even more upbeat note as…

Focus on the escalator not the yo-yo

We came across this exchange on Twitter recently: “The stock market is like someone playing with a yo-yo whilst riding the up escalator. The secret is to focus on the…