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Economic Review – February 2025

By Georgia Turner

Download your copy here: SFFS Economic Review_Feb 25 Data released last month by the Office for National Statistics (ONS) revealed that the UK economy unexpectedly grew in the final three months of last year, although more recent survey evidence still points to a sluggish outlook. The latest gross domestic product (GDP) statistics showed that economic … Continued

Spring Budget 2024

By Jenny Procter

Download your copy here On 6 March, Chancellor of the Exchequer Jeremy Hunt delivered his Spring Budget to the House of Commons declaring it was “a Budget for long-term growth.” The fiscal update included a number of new policy measures, such as a widely-anticipated reduction in National Insurance, abolition of the non-dom tax status and … Continued

Economic Review – January 2024

By Jenny Procter

UK economy rebounds in November Download your copy here Official statistics show the economy returned to growth in November, although analysts believe it remains a close call as to whether or not the UK will once again manage to avoid a recession. Figures released last month by the Office for National Statistics (ONS) showed the … Continued

Your Finance Matters – Q1 Winter 2024

By Jenny Procter

Preparing portfolios for resilience in 2024 Download your copy here The past few years have been challenging for investors with a series of unforeseen events and rising geopolitical tensions weighing heavily on global markets and, as a new year dawns, many issues remain unresolved. However, while such times are disconcerting for investors, the best way … Continued

Economic Review October 2023 – Inflation rate holds steady

By Jenny Procter

Download your copy here The Bank of England (BoE) Governor has described the latest batch of inflation statistics as “quite encouraging,” adding that he expects a “noticeable drop” in the headline rate when the next set of data is released later this month. Figures recently published by the Office for National Statistics (ONS) revealed that … Continued

Your Finance Matters Winter 2023

By Jenny Procter

You can download this update here Investment focus for the new year By any comparison, the past 12 months have been tough for investors with a series of shocks impacting markets and, as 2023 dawns, uncertainties remain. One constant on the investment horizon, though, is the requirement to be strategic with your portfolio. A sound … Continued

Your financial resolutions for 2023

By Jenny Procter

Have you resolved that 2023 is the year you get your financial situation organised? You may have been thinking about reviewing your pension? Or checking if you are making the most from your investments? Maybe 2023 is the year you will retire and make a start on all those big adventures you have been looking … Continued

‘Tis the season to give gifts to your grandchildren

By Jenny Procter

If you are a grandparent, you are no doubt thinking about buying Christmas presents. Maybe your grandchildren have provided you with a helpful list. You may want to take the easy option and buy them the latest technology or toy that you know they want. But maybe you want to think longer term and provide … Continued

Your window on wealth Autumn 2022

By Jenny Procter

Welcome to our quarterly newsletter Your Window on Wealth. If you would like to discuss any of the items in this edition, please call us for an appointment on 01332 913006. If you would prefer to download this, you can do so here The growing need for intergenerational planning With the next 30 years set … Continued

Economic Update September: Mini budget edition

By Jenny Procter

You can read a pdf version of this update here A day after Bank Rate rose from 1.75% to 2.25%, Chancellor Kwasi Kwarteng delivered his first statement on 23 September, outlining a series of tax cuts and measures aimed at boosting economic activity and growth. Moving straight to the pressing matter of energy costs, Mr … Continued