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The World In A Week – The G7, and other Sticky Wickets

Market volatility continued for the week ending 23rd August 2019, with global equities down -1.6% in GBP terms as measured by MSCI ACWI – this was primarily driven by ongoing concerns regarding the US economy as well as a weakening Dollar. Global bonds fell -0.1% over the week, while Sterling bonds fell -0.3%. Sterling rose…

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The World In A Week – Rebel Without A Cause

The US and China are both playing hardball, with neither wishing to lose face, but so far, there is no winning, only losing. On a topic that we have written extensively about in the past, trade wars continue to fluctuate between resolution and escalation. Following Trump’s announcement of further tariffs on Chinese goods last week,…

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Could your property boost your retirement fund?

Property is increasingly being seen as an asset that’s vital for funding retirement. It’s no surprise, after all, our homes are often one of the largest assets we have, but what are your options and the drawbacks of doing this? The value of property has grown enormously over the last few decades. If you’re approaching…

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Using your savings to achieve aspirations

What’s on your bucket list? Whether incredibly exciting experiences, exotic travel destinations or something entirely different features on your list, it’s likely finances will play some role in how achievable they are. Could your savings be used to tick a few of your aspirations off? You may have been saving with specific goals in mind…

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Ethical pensions: Considering where your money is invested

Considering ethics when investing has slowly been on the rise over the last couple of decades. However, even if it’s something you think about with your investment portfolio, you may not have factored in your pension(s). As contributions are often deducted from your salary automatically, they can slip your mind. Yet, whether you have one…

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The World In A Week – Thucydides’ Trap

Last week we wrote about the deterioration in outlook and this week we write about the actual fallout.  We saw safe havens rallying as fears of a recession increased markedly; gold hit a six-year high and US stocks had their worst trading day in 2019. This was led by lacklustre economic data for global manufacturing…

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The World in a Week – Dialling Down

The US Federal Reserve was in the limelight last week; Fed Chairman, Jerome Powell, delivered an unsurprising rate cut at his press conference, the first reduction in a decade. The 25bps clip was termed a ‘mid-cycle adjustment’ with Powell emphasising that the cut was not part of a steady trajectory of rate reductions and was…

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What do our clients say?

  • We have been clients…for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk [to them] about their financial planning requirements.

    David Knights - Flintshire

  • We have been clients for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.

    Raymond King - Deeside

  • As new clients they quickly understood our circumstances and gave us several easy to understand options to consider. Great to work with, both friendly & professional.

    Mike Day - Wirral

  • I have been a client for many years and regard Stephen Lyth as a friend. My wife and I have always been treated with the greatest respect with honest and reliable advice and know that our financial and legal affairs are in good hands and have no hesitation in making our recommendations.

    Thomas Chesterson - Cheshire

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