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Our aim is to help clients safeguard their financial futures and help them reach their financial goals. We do this through high-quality personal service together with reliable and trusted financial advice. Our collective purpose is to make dreams and financial ambitions reality. Come and talk to us about your plans.

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Financial planning

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Investing for individuals, organisations, advisers and their clients.

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Premium investment services for those with more to invest.

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“Many people come to us because they are looking to ensure a secure financial future for themselves and their families.”

Niral Parekh

Managing Director of Financial Planning

Insights

UK Inflation: Prices Peak Compared to Peers

Inflation rose above expectations in July’s data print, now sitting at 3.8%, the highest year-on-year increase since January 2024. UK Inflation is slowly but surely ticking up, with this figure rising above the 3.6% rise we saw in June.

US Price Pressures Feed Inflation Worries

What Has Been Driving Markets this week? On Thursday, the US Producer Price Index (PPI), which is an inflation indicator that tracks what businesses pay for goods, jumped 0.9% month-on-month.

Safe as Houses? Considerations in Property and Equity Investing

We are often asked whether it is better to use savings to invest in property or an investment portfolio. This article compares the benefits and drawbacks of investing in a global investment portfolio relative to investing in property.

The Bank of England's Balancing Act

This week’s most consequential market development came from Threadneedle Street. On Thursday, the Bank of England (BoE) cut interest rates by 0.25%, breaking from the cautious script followed by many of its global counterparts.

Domestic strength powers Japan’s rebound

Over the past month, the United States has hammered out new trade deals with several Asian economies including the Philippines, Indonesia, Vietnam and Japan.

From Brief Tariff Relief to Renewed Trade Tensions

This week was busy in markets: from companies reporting results to new economic data. But what largely defined market sentiment was the recently agreed US-EU trade deal and Trump’s tariff escalation.

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