News

Performance Update – June 2024

15 June 2024

<!doctype html> *|MC_PREVIEW_TEXT|* View this email in your browser Dear *|FNAME|* A slight pull back in markets over the past month as concerns around political results as well as no sign…

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Monthly Newsletter – June 2024

1 June 2024

Retirement planning... Why the past two years have provided uncertainty to the next generation of retirement savers... *|MC_PREVIEW_TEXT|* View this email in your browser The Fear of Retirement Planning More…

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Performance Update – May 2024

15 May 2024

We believe the Eurozone should cut rates next month, but as for the rest of us who knows!? *|MC_PREVIEW_TEXT|* View this email in your browser Dear *|FNAME|* Rate Cuts?  US =…

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Monthly Newsletter – May 2024

1 May 2024

A real issue in society today is long term care and an ageing population...we explore the importance of saving for care in your old age.... *|MC_PREVIEW_TEXT|* View this email in…

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Our partnership with Söderberg & Partners

19 April 2024

We have some exciting news to share with you all...                 View this email in your browser Dear *|FNAME|* I have pleasure in announcing…

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PERFORMANCE UPDATE – APRIL 2024

15 April 2024

US rate cuts seem to being kicked down the road this year. The US economy is in very good shape and inflation remains sticky. What has it meant for risk…

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MONTHLY NEWSLETTER – APRIL 2024

1 April 2024

The Budget - has the chancellor given enough to stop the likelihood of a Labour government? We look at what the budget means for investors...     *|MC_PREVIEW_TEXT|*   View…

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PERFORMANCE UPDATE – MARCH 2024

19 March 2024

Markets still in recovery mode but as we begin to see how both the US and UK elections might look like, can markets continue on this trajectory? View this email…

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MONTHLY NEWSLETTER – MARCH 2024

4 March 2024

We take a look at the importance of retirement planning as well as the end of the bear market....   *|MC_PREVIEW_TEXT|*   View this email in your browser The Importance…

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Performance Update – February 2024

15 February 2024

February has seen a recovery from the lows of early January. Technology continues to power on despite a likely delay in rate cuts across the developed world...   *|MC_PREVIEW_TEXT|*  …

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Monthly Newsletter – February 2024

1 February 2024

We take a look at investing in a Central Bank and why you are more likely to being crushed by a vending machine than winning the lottery! *|MC_PREVIEW_TEXT|*   View…

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Performance Update – January 2024

15 January 2024

Markets began January with a recheck, given how markets rallied in the last few months of 2023. We take a look at why predictions are counterproductive and how 2024 will…

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Monthly Newsletter – January 2024

2 January 2024

Happy New Year to all! We take a look back at 2023, as well as some financial new years resolutions you may want to take up...     *|MC_PREVIEW_TEXT|*  …

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Performance Update – December 2023

15 December 2023

A positive year despite uncertainties. What can 2024 bring? We are not in the area of predictions, but some significant signs that the worst can be left behind us...  …

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Monthly Newsletter – December 2023

1 December 2023

We look at how far US equities have come during 2023, but is it all companies, or just a very few!? *|MC_PREVIEW_TEXT|*   View this email in your browser Clear…

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The Autumn Statement – 2023

24 November 2023

This month Anna Griffiths our Technical Manager provides the key points on this years autumn Statement. High inflation has had a benefit on tax receipts for the UK Government. As…

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Performance Update – November 2023

15 November 2023

November has begun particularly positive for equities and bonds given rates across the developed world have reached their peak... *|MC_PREVIEW_TEXT|* View this email in your browser Dear *|FNAME|* UK inflation fell…

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MONTHLY NEWSLETTER – NOVEMBER 2023

1 November 2023

We take a look at cash versus investing. It may seem that cash is offering good value but it is guaranteed not to beat inflation! We also take a look…

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Performance Update – October 2023

16 October 2023

How has the recent situation in Gaza and Israel affected markets, and despite the UK economy growing in August the likelihood of a recession grows... *|MC_PREVIEW_TEXT|*   View this email…

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MONTHLY NEWSLETTER – OCTOBER 2023

1 October 2023

This month we look at the huge benefits of saving regularly along with the rise of financial scams and how best to protect yourself... *|MC_PREVIEW_TEXT|*   View this email in…

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Performance Update – September 2023

15 September 2023

15 years since the Great Recession and how are still feeling the effects of this in some form. India now seems the supply chain solution to China's flagging economy... Dear *|FNAME|*…

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MONTHLY NEWSLETTER – SEPTEMBER 2023

1 September 2023

We look at the global phenomenon that is Coca Cola, how the UK continues to be a core global financial centre and how "middle America" needs rebuilding. *|MC_PREVIEW_TEXT|*    …

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PERFORMANCE UPDATE – AUGUST 2023

21 August 2023

We take a look at recent data suggesting that the cost of living is starting to hit home, and house prices continue to fall.... View this email in your browser…

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Monthly Newsletter – August 2023

2 August 2023

How do we search for a financial planner? What are the key metrics we have making these decisions AND we discuss the price of chocolate!   *|MC_PREVIEW_TEXT|* View this email…

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Performance Update – July 2023

15 July 2023

US inflation seems to be moving in the right direction and has given markets some confidence. China has lagged so far in 2023, but there are plenty of reasons to…

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Monthly Newsletter – July 2023

2 July 2023

How can we strategise for an extended lifespan? We examine our perceptions of potential premature mortality, which can strongly impact our savings.           Pensions Savings and…

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Performance Update – June 2023

15 June 2023

  Are we in a US bull market? The S&P 500 is made up of the largest 500 companies in the US. Looking at the gains made so far this…

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Monthly Newsletter – June 2023

2 June 2023

    Royal Ascension (of prices) Seventy years on from the crowning of Queen Elizabeth II, Charles III, her son, is starting a reign that looks far different to the…

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Monthly Performance Update – May 2023

15 May 2023

The Bank of England raises interest rates for the twelfth consecutive month amid concerns over stickier inflation and we remain optimistic on China, despite a rather sluggish reopening...

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Monthly Newsletter – May 2023

14 May 2023

We look at how the brain works and how cash has finally become more attractive after years of ultra low interest rates...

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MONTHLY PERFORMANCE UPDATE – APRIL 2023

17 April 2023

Attention has been on the banking sector after the SVB failing and the issues around Credit Suisse. Can we still remain optimistic for returns for 2023?

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MONTHLY NEWSLETTER – MARCH 2023

17 April 2023

We discuss the recent budget and what this means around tax and pension contributions. We also have a representative running in this years' London marathon! You can find further details…

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Monthly Performance Update – March 2023

21 March 2023

Louis Greening, our Investment Specialist at Clear, talks about the recent turmoil in Swiss Bank Credit Suisse and the possible repercussions on the wider banking sector

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Monthly Newsletter – February 2023

28 February 2023

As we get closer to tax year end, we highlight the recent changes brought in by Government.

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Performance Update

22 February 2023

The 2023 recovery kicks in!

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Monthly Newsletter – January 2023

22 February 2023

Workplace pensions and the pitfalls of stock trading!

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Performance Update

3 January 2023

Can we see a ray of sunshine for 2023?

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Monthly Newsletter – December 2022

3 January 2023

Inflation, currency and new years resolutions...

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Portfolio Performance Update 19th December 2022

21 December 2022

50 basis points rate hike...

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State Pension Changes

14 December 2022

This month we look at the changes around state pensions and are we looking at some real value in Annuities?     

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Portfolio Performance Update 28th November 2022

28 November 2022

What are markets factoring in now and the UK now officially in recession...

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Portfolio Performance 2022

16 November 2022

A strong month for risk assets as US inflation came in lower than expected. Are we finally seeing a normalisation of inflation?

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October Newsletter 2022

16 November 2022

This month cash is a hot topic of conversation. Are we seeing the return of cash as a credible investment? 

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September Newsletter 2022

3 October 2022

This months newsletter looks at the volatility in Sterling and the opportunities in Enterprise Investment Schemes.

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Performance Update 23rd September 2022

27 September 2022

This Bi-Weekly Performance update provides further clarity on the current macro environment

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August Newsletter 2022

Inheritance Tax Windfall

7 September 2022

This months newsletter gives an insight into the Inheritance Tax Windfall for the UK Government, the emotional ups and downs of investing and the bizarre world of crypto... Click here

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Clear Financial Advice and Clear Minds are sponsoring Josh Bryan

Clear Financial Advice

4 August 2022

Clear Financial Advice and Clear Minds are now sponsoring a young professional jockey, Joshua Bryan. Josh is a very talented flat jockey who won the prestigious John Smiths Cup for…

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Pensions – Breaking Away from The Pack

16 February 2021

Most of us are likely to have paid into more than just one defined contribution pension pot if you have had more than one job. This means there is considerable demand for…

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Clients Rate Our Annual Review Service Highly!

1 February 2021

Over the last month, clients have been feeding back on how we've done in the last year and we'd just like to first take the time to thank every one…

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Earning potential vs Wealth potential

29 September 2020

Why do some of the highest earners finish their careers with little to show for it...? One hypothesis is that the skills required to generate high incomes differ from those…

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Young People and Their Pensions

26 September 2020

However, starting early and contributing small amounts at the beginning of your career can make a big difference once you come to retire. One calculation that can help you to…

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It is always nice to receive such lovely comments from clients.

Clear Financial Advice

17 June 2020

I have known Barry Greening for the past 15 years and during this time he has always given me sound investment and pension advice. This enabled me to initially consolidate…

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CFA launches Clear Minds: a new mental health charity

Clear Financial Advice

5 November 2019

You may be aware that 10th October every year is designated as World Mental Health day - a day where health professionals, charities and the media shine a spotlight on…

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