Autumn 2023 Newsletter

We are delighted to announce that Daniel Bullen, Matthew Brown and Toby Douglas have recently completed their qualifications to become Independent Financial Advisers.

We are delighted to announce that Joseph Findlay and Matthew Taylor have been appointed as Partners with effect from 1 June 2025.

2025 has been a very noisy year so far. Important news has come thick and fast, be it related to trade tariffs, defence spending, artificial intelligence or other themes.

April 2025 was a historic month for stock markets, which declined rapidly upon President Trump’s announcement of huge international trade tariffs, then rose almost as quickly when he reined back on them.