top of page
BLOG
Search


Market Update Week to 8th May
Global equity markets appeared slightly less volatile last week with smaller daily movements and a general trend upwards. There is a...

ALM Financial
May 11, 20202 min read
Â
Â
Â


Embark Group Transfer
As of 1st May 2020, Zurich has sold part of it's UK wealth and investment businesses to the Embark Group. This includes Sterling ISA...

ALM Financial
May 1, 20204 min read
Â
Â
Â


It's good to talk
Discussions about money can be uncomfortable, experts have long stressed the best approach to financial issues is to talk about them...

ALM Financial
Apr 30, 20203 min read
Â
Â
Â


Market Update Week to 24 April
Global equity markets ended the week relatively calmly despite the week starting in unprecedented circumstances. Of all the volatility...

ALM Financial
Apr 24, 20202 min read
Â
Â
Â


A Bumpy Road Can Still Lead Somewhere
Omnis Investment Update Two weeks feels like a long time in markets still searching for answers about the social and economic impact of...

ALM Financial
Apr 20, 20205 min read
Â
Â
Â


Market Update Week to 17 April
As you would expect when trying to manage through a global pandemic like coronavirus, there are a lot of positive and negative reports...

ALM Financial
Apr 20, 20202 min read
Â
Â
Â


Market Update - Week to 9 April
Despite Boris Johnson being admitted to hospital and spending a few days in intensive care fighting coronavirus, last week was positive...

ALM Financial
Apr 15, 20202 min read
Â
Â
Â


Weekly Market Update - 3rd April
Last week there were a lot of mixed messages, which combined resulted in a roller-coaster week with most major global equity markets...

ALM Financial
Apr 6, 20202 min read
Â
Â
Â


Start of tax year 2020/21
The 2020/21 tax year started at the stroke of midnight between the 5th and 6th of April. While many individuals leave tax planning to...

ALM Financial
Apr 6, 20203 min read
Â
Â
Â


Weekly Market Update - 27th March
Following, global equity market falls in February and the first half of March, the last week has been a roller-coaster ride with large...

ALM Financial
Mar 31, 20202 min read
Â
Â
Â


Mid-March Market Update
Following, the global equity market falls in February caused by coronavirus (now referred to as Covid-19), March has continued this...

ALM Financial
Mar 26, 20202 min read
Â
Â
Â


Coming to terms with market turbulence
As a direct consequence of the COVID-19 outbreak, global stock markets are suffering a period of turbulence. When markets move...

ALM Financial
Mar 25, 20202 min read
Â
Â
Â


To our protection clients...important
These are challenging times for us all and we are all being affected in many different ways. We also understand how stressful and...

ALM Financial
Mar 24, 20203 min read
Â
Â
Â


Three-month mortgage repayment
We are mindful that it has possibly never been more important, in light of the Coronavirus, to keep an ongoing dialogue with all of my...

ALM Financial
Mar 23, 20204 min read
Â
Â
Â


BREXIT What Does it Mean For You?
Whichever side of the Brexit debate you have been on, Friday 31 January 2020 undoubtedly marks a momentous point in the country’s...

ALM Financial
Feb 3, 20202 min read
Â
Â
Â


How inflation eats into your returns
Understanding inflation and its impact on your portfolio is important because rising prices can reduce the value of the money you get...

ALM Financial
Jan 28, 20202 min read
Â
Â
Â


Where is the happiest place to live?
A new survey has revealed the South West is the happiest place to live in the UK, with Wales coming in as the least happy. The survey by...

ALM Financial
Nov 29, 20191 min read
Â
Â
Â


DID YOU KNOW THAT YOU NO LONGER NEED TO CRYSTALLISE YOUR PENSION PLAN WHEN YOU ARE 75 YEARS OLD?
DID YOU KNOW THAT YOU NO LONGER NEED TO CRYSTALLISE YOUR PENSION PLAN WHEN YOU ARE 75 YEARS OLD?

ALM Financial
Oct 3, 20191 min read
Â
Â
Â


The insurance policy that could prove critical
Some people might be put off buying a critical illness policy because they believe it’s unlikely to pay out, despite the proportion of...

ALM Financial
Jul 29, 20192 min read
Â
Â
Â


If your business lost a shareholder director, would it survive?
Have you ever thought of what might happen if one of your directors, who is also a shareholder in your business, dies or becomes...

ALM Financial
Jun 12, 20191 min read
Â
Â
Â
bottom of page
