Back in March, Financial Planner, and our Managing Director Marlene Outrim celebrated the launch of her latest book at an event which took place at The Ivy, Cardiff. We were joined by the whole team and a group of clients to celebrate the occasion – sc …
Boomers: Redefining Retirement Retirement? Not for me, thank you, I’m far too busy! Love your life? Consider yourself fit and healthy (with the grey matter perfectly intact), heading towards retirement age, with little planning? Introducing Boomers: Re …
This was a Budget with more giveaways than takeaways. It was aimed at younger voters, and included tax breaks for first-time buyers, but the chancellor also left wealthy voters relatively unscathed.The total net cost of his policy decisions for 2018/19 …
An update on the markets from Brian Tora and our investment partners JM Finn. History Lessons Thirty years ago this week markets were reeling from the cataclysmic drop in shares that had started in America. The sell-off commenced in late trading on Wal …
An update on the markets from Brian Tora and our investment partners JM Finn. The stretch for 2017 US shares have been hitting new highs recently, while our own market has been in fine fettle as well. Quite where the enthusiasm has come from is not cle …
An update on the markets from Brian Tora and our investment partners JM Finn. Tightening looms – but how fast? Markets continue to enjoy something of a spring-like quality. US and European shares have been hitting new highs, as have some of those in th …
An update on the markets from Brian Tora and our investment partners JM Finn. It’s the economy, stupid We may be in the heart of the holiday season, but there is plenty of economic news around to set the tone for markets. For a start, the International …
