Adviser Newsletter, Q1 2024

We are sending this first newsletter of 2024 with a feeling of positivity about the opportunities for the year ahead, confident that we are well-positioned to tackle the challenges that the next twelve months may bring. Whether that involves the economic impact of voting at elections on the global stage, or the potential changes to policy in light of a General Election at home, we stand ready to assist you; and invest accordingly on your clients’ behalf. Whilst we cannot predict what the future will bring, we have the knowledge, experience, and skill to navigate the right course for your clients.

The last quarter of 2023 was marked by an increase in positive market sentiment, and this continues into 2024, despite a small bump in the inflation journey. We are starting to see the impact of expected rate cuts. However, inflation still has a way to fall before it hits the Bank of England’s 2% target. We look forward to inflation rates meeting those targets later in the year. And, as we alluded to above, while a date is yet to be set and manifestos are still being drafted for the upcoming General Election, there are potential changes in policy on the horizon that will impact many of your clients. We will be using our newsletter to keep you updated on how these changes might affect them, but encourage you to reach out to us in person at any time if there is an issue you are particularly concerned about.

This quarter, we have included several articles to help your clients if they are reassessing their financial goals at the start of a new year. We have also included our first piece aimed at younger clients (or children or grandchildren) - a theme on which we hope to expand during the year to help this generation build knowledge of and interest in financial matters.

We hope the news and insights we've selected to share are useful for both you and your clients. If you have any questions, please email us.