Money Matters
Expert Insights, Market Updates and Events Shaping Your Financial Future
Modern | Dynamic | Honest
Read more about Welcome to Chris Lloyd
Welcome to Chris Lloyd
Posted 03.03.24
Meet Chris Lloyd, our newest Chartered Financial Planner, enhancing our team's expertise in pensions, investments, and estate planning for high…
Read more about 5 Things Before You Die
5 Things Before You Die
Posted 27.02.24
They say that in a world of uncertainty, preparing for the future can justifiably be called necessary rather than a…
Read more about Financial Outlook: Caution Ahead
Financial Outlook: Caution Ahead
Posted 05.02.24
The end of January brought an unexpected twist for investors. Just when we thought we were adjusting to the idea…
Read more about Market Shifts Ahead
Market Shifts Ahead
Posted 08.01.24
January kicked off with a bit of a slowdown in the financial markets following the festive season's highs. The last…
Read more about Year End Insights
Year End Insights
Posted 15.12.23
The market’s holiday surprises were essentially shaped by central bank figures. Though Andrew Bailey and Christine Lagarde played smaller roles…
Read more about Hope House Champions
Hope House Champions
Posted 22.11.23
During an inspiring 36-hour window, every donation was generously doubled by sponsors, culminating in an incredible total of £611,162 raised…
Read more about Turn in Market Winds
Turn in Market Winds
Posted 03.11.23
What a difference a week makes in the financial world! Now, as we take stock of the past week, we've…
Read more about Downturn concerns resurface
Downturn concerns resurface
Posted 06.10.23
The warm fall weather persists into October, yet the financial cold front from September is more concerning. Our upcoming article…
Read more about GI Awards Finalist
GI Awards Finalist
Posted 28.09.23
We are thrilled to announce that we've secured our place as a finalist in the highly-anticipated Growth Investor Awards for…
Read more about The Dilemma of Yields
The Dilemma of Yields
Posted 25.09.23
Recently, the stock and bond market suffered a blow due to the 'hawkish pause'. On Wednesday, the US Federal Reserve…
Read more about Growth Varies Globally
Growth Varies Globally
Posted 29.08.23
Recently, there was a global drop in bond prices, which caused their yields (returns) to rise. But by last week,…
Read more about Pound Cost Averaging
Pound Cost Averaging
Posted 17.08.23
In the world of investing, there are numerous strategies investors deploy to maximise their returns. One of the most powerful,…
Read more about New Consumer Duty
New Consumer Duty
Posted 31.07.23
The new Consumer Duty regulations, which come into force today (31/07/2023), are designed to enhance client protection by setting higher…
Read more about Markets Defy Hikes
Markets Defy Hikes
Posted 31.07.23
Understanding the complex world of finance and markets is crucial for every investor. Here's a simplified breakdown of recent events…
Read more about Cyber Essentials Certification
Cyber Essentials Certification
Posted 28.07.23
The security and confidentiality of our clients' information is of utmost importance. As part of our ongoing commitment, we are…
Read more about Timing Markets
Timing Markets
Posted 19.07.23
With the financial markets often being unpredictable and volatile, the temptation to time the market – selling assets now to…
Read more about Global Markets: Midyear Analysis
Global Markets: Midyear Analysis
Posted 03.07.23
The second quarter witnessed a favourable trend towards global risk assets, despite UK assets falling behind, marking a stark contrast…
Read more about Unlocking the Power of Diversity
Unlocking the Power of Diversity
Posted 28.06.23
In the world of investment management, there are different strategies and approaches to consider. One such strategy is the multi-manager…