News

  • Monthly Market Review – April 2023

    May 25, 2023

    Investor sentiment stabilised in April after the jitters around the financial sector in March and data [...]

  • Monthly Market Review – March 2023

    April 25, 2023

    Global equities and bonds were moderately positive in March, which also marked the end of a [...]

  • Spring Budget 2023

    March 16, 2023

    Yesterday Jeremy Hunt announced his first Budget since becoming Chancellor. The measures that are being proposed [...]

  • Monthly Market Review – February 2023

    March 3, 2023

    Markets drifted in February in the absence of any major news. Equity performances were mixed, with [...]

  • Deadline Looms For National Insurance Top Ups For Pensions

    February 28, 2023

    A Pension deadline is fast approaching that could see individuals aged between 45 to 70 miss [...]

  • Monthly Market Review – January 2023

    February 7, 2023

    Global financial markets resumed in January the ascent they began in October and November, having paused [...]

  • Monthly Market Review – November 2023

    December 12, 2022

    Global equities notched up successive months of gains in November for the first time since the [...]

  • Oakworth Financial Planning – Autumn Budget Statement Summary

    November 18, 2022

    As the UK enters a recession and inflation hits 9.1% (OBR forecast), the Chancellor stated that [...]

  • Monthly Market Review – October

    November 4, 2022

    Global financial markets were more settled in October after a rare three successive quarterly declines. Many [...]

  • Why You Need To Be Aware If Your Pension Fund Is Lifestyling

    October 14, 2022

    When you first joined your employer’s pension scheme, you were mostly likely invested in the providers [...]