Investment Director Charles Bathurst-Norman of J M Finn reflects on the global macroeconomic and geopolitical environment in 2023 and explains his cautious optimism for the year ahead. 2023 started with low expectations for global growth and elevated f …
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 …
An update on the markets from our investment partners JM Finn. Hold on, it’s all change! Markets have quietened down over the course of the past two weeks. While uncertainty over what President Trump might do next, coupled with the ongoing speculation …
Is age just a number? If you look around, you’ll find plenty of examples to suggest that might be true. We all know someone who looks incredible at 70, or still has the get up and go of a 20 year-old even though they’re 60. Perhaps that’s down to good …