News & Blog

In this section:

  • While ‘Keep Calm and Carry On’ has perhaps been the most apt mantra for investors over the past year, the pandemic has clearly had a profound impact on the investment landscape. The global spread of the virus has prompted a seismic shift in public behaviour and investors need to consider the implications of these changes when evaluating future prospective investment

  • 02 July 2021

    Summer Market Update

    By FMB

    Reasons to be cheerful...

    As the country emerges from lockdown, an increasing sense of optimism seems to have filled the air with a much more familiar feel returning this summer. And there’s plenty to look forward to over the coming months, with a host of major sporting events including the Olympics to excite and enthral us, audiences returning to theatres and concert

  • The sun may be shining (if the Great British summer permits!) but the Lifetime Allowance (LTA) freeze is most certainly here.

    The pension LTA has been frozen at its current level of £1,073,100 until April 2026. So essentially, the total amount you can hold in your pension without being taxed on withdrawals is static for the next few years, which means that a growing

  • 18 June 2021

    What's over the Economic Horizon?

    By FMB

    Brexit uncertainty has been holding the UK economy back, but the UK has a good track record with some excellent companies. The city always thought a trade deal would happen as it was in the UK and EU’s best interests. UK underperformance was ending but the lockdown last year had an immediate and deep effect on the UK FTSE 100, due to the prevalence of mining, oil and

  • NHS waiting times - What are the facts and what are your options?

    It has been widely documented that the Covid-19 pandemic has led to a significant backlog in elective surgery and specialist care that may well take years to resolve.

    The NHS will of course continue to prioritise life-saving care but the harsh reality is that many more people are going to have to live

  • Our financial planning story...

    Director of Business Development, Ruth Power, shares her story on how working with a financial planner has helped her and her family.

    "We like to practice what we preach. Financial Planning isn’t about products and investments (although they play an important role), it’s about having a mentor to help you make decisions and weigh up the

  • 28 May 2021

    Off The Beaten Track

    By FMB

    This Summer we expect the Lake District will be very busy again, but our staff are local experts and have shared some less frequented walks where you can find peace but still enjoy stunning views!

    Leck Valley - Liz Just over the border, but surprisingly not in Yorkshire. It's in Lancashire! You can park near St Peter's Church and make your way up to Bullpot loosely

  • I would say that, I've worked with him for 13 years, but I like to practice what I preach so I have my own financial plan and Roger Jackson is my Financial Planner! When you have commitments and a family, sometimes the financial responsibility can weigh heavily. Having personally gone through the process of Financial Planning (not just financial advice), I feel much more

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