Advanced IFA

A great morning with LGT at Newcastle Racecourse hearing about the cost of doing nothing when trying to pass your wealth onto your family and future generations. If there’s ever a time families need advice it’s now.

Followed by a great office day at the races in the sun ☀️☀️

We have been awarded for 10 consecutive years as the Number 1 Independent Financial Advice Firm in Sunderland ⭐️

A great seminar at held by OMNIS Investments.

Geopolitical tensions, cautious central banks and resilient equity markets have created a complex backdrop.

Market-moving events

Middle East tensions persist. A ceasefire is in place, but the Strait of Hormuz remains closed, keeping upward pressures on the prices of oil, gas and key raw materials used in fertiliser, metals and semiconductor production. These supply constraints are likely to persist and could continue to influence markets in the months ahead. Central banks hold steady. Economic data was mixed and uncertainty remains high. Major central banks left rates unchanged while highlighting inflation risks. The Bank of England outlined scenarios suggesting further rate hikes this year, followed by cuts later in the cycle, underscoring the difficult policy trade-off. Equities diverge. Despite elevated oil prices, equities rallied over the month, led by the US as earnings came into focus. Mega-cap technology results beat expectations, though market reactions were mixed, with Meta in particular falling after raising capital expenditure guidance.

Being able to discuss your financial goals with your partner is so important. Please see this carousel by
We all need to be able to discuss our financial goals with our loved ones 🤍

This isn’t just for young couples. It is important that we discuss our financial situation with the family.