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 …
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 …
You may have seen headlines in the past week or so with big claims about a market downturn or a “bear market”. In moments such as this, it’s no surprise that you may have a few alarm bells ringing – if the markets are taking a dip, surely so is your in …
As the day broke with news that UK inflation had reached a new high of 6.2%, Chancellor Rishi Sunak’s Spring ‘mini-Budget’ was expected to focus on the cost-of-living crisis – and it did. Leading with a pledge of further support for Ukraine and “unprec …
An update from our investment partners, J M Finn. We wanted to provide you with an update on market developments in light of the invasion of Ukraine by Russian forces this week. It is of course a very dark moment in history and our thoughts are with th …
Now that furlough schemes and stamp duty holidays have come to an end, there were expectations of a tax grab in the Autumn Budget to recoup costs incurred by responding to the COVID-19 pandemic. This has been a particularly expensive time for the gover …
At times, it’s easy to feel as though the term ‘mental health’ is thrown around as a new-fangled buzzword. It seems to be at the forefront of conversations around wellbeing, and you may have noticed employers taking an increased interest in the mental …