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Lynne Devey

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Welcome to our latest edition. We aim to help you create the lifestyle you want and believe that anything is possible if you manage your finances in the right way.

Inside this issue, we look at why it’s important to consider the tax implications of making financial decisions. The 2018/19 tax year is now upon us, and a raft of new changes have come into force. The good news is that there is little change in… Continue reading

Market Roundup
WPP shares fell 6.5% on Monday amid fears of business disruption and client losses following Martin Sorrell’s resignation as chief executive. The FTSE 100 index was down 0.9%.
Sage Group was also off after a profit warning. But Whitbread was up more than 7% on renewed hopes of a spin-off of its Costa Coffee business.
Tuesday saw the FTSE 100 up 0.4%, helped by a weakening pound. The market was also buoyed by news that wages had risen… Continue reading

Market Roundup
The FTSE 100 index added 0.2% on Monday as fears of a US-China trade war receded but the US announced new sanctions against Russia.
Associated British Foods led Monday’s blue-chip gainers. The Primark owner advanced 3.1% ahead of its interim results next week.
WPP also rallied 2.4% on reports that its investigation into misconduct allegations against chief executive Martin Sorrell could be delivered as early as next week. Sorrell has denied any wrongdoing.
On Tuesday, shares rose on… Continue reading

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Welcome to our latest edition. Whether you are looking to create, protect or preserve your wealth for future generations, inside this edition we look at areas you may wish to discuss with us.

Trying to second-guess the impact of events such as Brexit or the recent stock market correction – or even attempting to make a bet on them – rarely pays off. Instead, investors who focus on long-term horizons – at least five to ten… Continue reading