Key Dates for your finances 2023

As we say goodbye to 2022 and welcome 2023, now’s the perfect time to make sure you’re fully prepared for the financial year ahead. To make it easy, we’ve summarised the key financial dates to put in your diaries: January March April July October November Your financial plan could be impacted by these key dates. […]

Investment Update – A difficult patch for the global economy

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Financial markets were unsettled in May as the effects of the war in Ukraine along with concerns over inflation and growth dominated investor sentiment. The International Monetary Fund (IMF) cautioned global finance leaders to expect multiple inflationary shocks in 2022 as markets continued to be unsettled in May amid fears of an economic downturn and […]

What does a financial adviser do?

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A financial adviser can help with your investment goals, but they can also offer many more ways to understand and make the most of your money. You might think that people who use financial advisers are just investing in the stock market or need someone to manage their portfolios. But a financial adviser can do […]

Junior ISA

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In the Autumn Budget in 2021, it was revealed that the Junior ISA spending limits would remain at £9,000 for the 2022/2023 tax year. The JISA limit was last changed in early 2020, when it was doubled from £4,500 to its current level. JISA and CTFs both benefitJISAs replaced Child Trust Funds (CTF) in 2011, […]

Investment Update – Inflation and Omicron set the scene for investors

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Markets signed off the year amid high inflation rates and renewed concerns over the coronavirus. The Omicron variant of the coronavirus unsettled markets at the beginning of December, with investors unsure about how renewed restrictions on socialising and travel will affect the global economy. The Organisation for Economic Cooperation and Development (OECD) urged national leaders […]