News
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 [...]
Office Closure – Monday 19th September
September 16, 2022
Following the announcement of the funeral for Her Majesty Queen Elizabeth II, our offices will be [...]
What Is A Recession And How Might It Affect My Investments?
August 4, 2022
The word recession has become more common in recent times, but what does it mean? Are [...]
Q2 2022 – Market Summary
August 1, 2022
Q2 2022- Market Commentary Investment markets began a new chapter at the start of 2022, with [...]
Monthly Market Review – June
July 18, 2022
As expected, central banks lived up to their name and played a central role over June, [...]
Monthly Market Review – May
June 16, 2022
The financial press has never been known for moderation and at a time when volatility is [...]