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 remember your first day at school, going to university, first love, getting married, new home, having children. All these are undisputedly major changes in our lives, which can bring about enormous change. But retirement is possibly one of the …
Markets have been rather mixed as we move towards high summer; perhaps this reflects the somewhat mixed weather we are experiencing. While the easing of lockdown measures at the weekend undoubtedly helped sentiment here, the strong words from the Chine …
Just a few months after delivering his first Budget as Chancellor, Rishi Sunak delivered a Summer Statement, dubbed a ‘mini-Budget’ on Wednesday 8th July 2020. Back in March, some of the measures announced in the Budget focused on supporting people and …
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 …
As lockdown measures show the first signs of easing, millions of people will be breathing a tentative sigh of relief. It’s been a long ten weeks and we’re all missing friends and families, as well as looking forward to getting back to business. But it’ …
Market Commentary 13th May 2020 – The end of the beginning? The news that our economy took a near 6% hit in March, resulting in a contraction of 2% in Gross Domestic Product for the first quarter of the year, was sufficient to bring the recent run of r …
