Our Views on the Markets and the Economy

It’s not uncommon for organisations to allow families to club together to earn generous discounts: consider the Network Railcard, National Trust family memberships and the multi-user options on streaming service Netflix. Yet those who want to save or invest as a family have been poorly served by the traditional wealth management industry.

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New investment ideas frequently gather traction. They saturate the media as industry chroniclers assess their merits and analyse their credentials. Yet while a ‘trendy’ investment can produce decent returns, are the rewards worth the risk?

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Inflation Update

UK inflation continues to decelerate. The latest data, released last week, showed the annual rate of consumer price inflation falling to 1.5% in the year to October, from 1.7% in September. The likelihood is that the annual rate will fall significantly further, based both on the analysis from the Bank of England’s latest Monetary Policy Report and the view of most economists, including ourselves.

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Various factors will typically be out of your control when you invest – such as market performance and volatility, inflation and your life expectancy – but focusing on four key things you can influence is a smart way of thinking about investing for the long term.

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Common Retirement Mistakes We See Again and Again

We all make mistakes with our money, and some of these errors can have lifelong consequences. Yet with a little forethought they can be preventable, and with a little initiative they can be fixed.

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Skin in the Game

Actions speak louder than words. We often observe the logical and emotional arguments companies and organisations make – but how they act is much more revealing.

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UK Update

Despite the political crisis that has engulfed the UK since the 2017 general election, the UK has not suffered an economic crisis. That being said, political uncertainty linked to Brexit, alongside the global slowdown, has weighed upon the economy. Now, with a general election set for December 12th, uncertainty about future policy may weigh in coming weeks upon both the economy and markets.

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Brexit – Keeping a Sense of Perspective

As Brexit divisiveness and uncertainty persists, it is only natural to be distracted by this contentious national debate. It is also not unusual to be concerned about your investments, but it’s important to put potential outcomes into perspective.

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We are very pleased to have become the first wealth manager to be awarded a Mumsnet Rated badge, making us one of Mumsnet users’ recommended providers.

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Will there be a global recession? What next for policy? Where are the major financial risks? These questions will be to the forefront of minds this week in Washington as the annual meetings of the International Monetary Fund (IMF) and World Bank take place.

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