The start of a new month and we wanted to update you with what we are doing as a business to support our clients, staff, and community through these strange times we find ourselves in.
Supporting Clients
We have been able to continue with all pre-booked meetings, albeit by email, phone or video conference as opposed to face to face. These are working very well, and we would like to thank our clients for adapting so well to this
Clearly, we have some very challenging weeks and months ahead of us; not only dealing with the market shock triggered by the COVID-19 pandemic and oil price war, but also the adaptation of new working practices while we try to isolate and practise social distancing. All with the important vision of trying to slow the spread of this deadly virus.
We have been speaking with a variety of fund managers, investment experts and industry professionals to gain a view of
Click read more to see our 2020 Budget Update.
There are no major changes in this Budget that we feel will impact our clients Pensions and Investments but there are some interesting points which are detailed in the update. We are keeping a close eye on investments, funds and markets in light of the Corona virus but are still advising those invested to remain calm, invested and stick to the long term investment vision.
If you have long term pensions or investments that are related in anyway to the stock market, it is likely that you have seen the value drop in the last few weeks. We wanted to write this document to help our clients and others invested in the markets understand why this is happening, what action to take and more importantly what NOT to do.
Whilst the human cost of Corona Virus is of course tragic, it also carries an economic
I would like to introduce Steven Mather, a local solicitor from The Right Lawyer for You and Your Business. Steven is our guest blogger and addresses the serious issue of Pension and Investment mis-selling.
The Financial Conduct Authority do a great job at regulating our industry but what if you have been advised by someone who wasn’t Financial Conduct Authority regulated? It is rare these days but we do occasionally come across a new client who has previously been advised
