You may know Sandra as our Client Relationship Manager, but now is your opportunity to get to know her a little better. What is your job title? How did that happen? Client Relationship Manager. I was taken on as Professional Support and I really enjoy …
An update on the markets from Brian Tora and our investment partners JM Finn. Roll on the St Ledger May has got off to a more comfortable start than might have been expected, given the sabre rattling taking place on the Korean peninsula and some disapp …
An update on the markets from Brian Tora and our investment partners JM Finn. Of Politics and Markets The news that we are to go to the polls on June 8th caught everyone by surprise, but markets barely registered the fact. Shares had got off to an unce …
We are delighted to announce that Morgan Stone is now part of UNIQ Family Wealth. UNIQ Family Wealth is an experienced team of Independent Financial Planners based in Cardiff, London, Bristol and Swansea supporting families and individuals to make the …
An update on the markets from our investment partners JM Finn. Life in Limbo Land News that inflation had leapt to its highest level for nearly four years had little impact on markets. Shares lost a bit of ground after the announcement, while the pound …
A useful summary of our views on the budget Two Budgets in one year have the potential to make a major impression on your household finances. In his final Spring budget, Chancellor Philip Hammond said that he was supporting families, whilst not spendin …
An update on the markets from our investment partners JM Finn. Spring is just around the corner With a budget just around the corner, the direction the Trump administration is likely to take still far from clear and more doubt over the Brexit negotiati …
