InvestorInsightSpring18

Investor Insight Spring 2018

The latest quarterly market commentary is now available. After an almost perfect year for returns in 2017, markets were ripe for a correction and increased volatility, and this came in spades in Q1. Download to read more or watch the video.

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Garden

Updated for 2018: Retirement planning guide

Financial wellbeing in retirement is important. Download our free guide designed to help you understand your options and start preparing for the retirement you want.

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Spring Statement 2018

Read our summary of the highlights of the Chancellor's latest statement.

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Financial wellbeing

Financial wellbeing

The missing piece of wellbeing strategies

We are proud to partner with the CIPD to explore financial wellbeing in the workplace, from both employer and employee perspectives. Click below to find out more about the costs of poor financial wellbeing and what you can do about it.

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Updated: Inheritance Tax and estate planning guide

We have updated our free guide on IHT: the main exemptions, the reliefs, the importance of making a will and more.

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Latest news

   
  • Bull and Bear – the US economy

    02 Jul

    President Trump continues to dominate the global news agenda, but behind the headlines of trade wars with China and global allies, the US economy is growing at a fair clip, and companies have delivered strong earnings growth so far this year. The question is can it last?

    Full story
  • Girls just wanna have funds

    25 Jun

    Female professionals who dream of a comfortable and secure future need a financial plan, says Jo Clarke, Northwich Practice Director at Close Brothers Asset Management.

    Full story
  • Investing in health and wellness

    23 May

    In our Socially Responsible Investment service we are looking for sustainable investments that both promote healthier life styles and simultaneously benefit from this trend. It began in earnest with “athleisure” wear. At some point around 2015, meeting your friends in your workout clothes shifted from a sign that you had let yourself go to a new form of virtue signalling. A symbol that you were the sort of person that goes to the gym, gets enough sleep and eats healthily.

    Full story

Investment insights

work-2

Weekly Updates

We provide updates to help keep you informed on market movements.

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lamp in the city

Monthly outlook

Our monthly outlook looks at what we think will happen in the coming weeks.

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walking down stairs

Quarterly insight

Our quarterly insight is a round up of the trends in the market.

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market responses

Market responses

Our timely responses to the latest market happenings.


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