• Monthly Market Review – May 2023

    June 7, 2023

    Global financial markets in May were mostly directionless. The S&P 500 and Nikkei were the notable [...]

  • 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 [...]