Market Commentary, January 2025

The latest market commentary from our investment partners at J M Finn, reflecting on 2024. 2024 has been a difficult year in which to navigate investment markets in a period rarely more dominated by global politics, heightened geopolitical tensions and the narrowness of market returns which continued to be dominated by the Magnificent 7 technology […]

How will I pay for care costs?

When you are working on your financial plan, it is tempting to want to focus on the fun elements – holidays, family weddings or celebrations you want to fund, the house extension you want to build, the lifestyle you want to maintain. While those are all important, it is also imperative to plan for the […]

Spring Statement 2025: what it means for you

Chancellor Rachel Reeves delivered her first Spring Statement yesterday (26 March 2025). This year’s Spring Statement strikes a cautious tone, aiming to tighten the Nation’s belt while investing strategically in the future. While no direct tax rises were introduced, changes to services and inflation may still affect day-to-day life. With a focus on fiscal responsibility, […]