Insights

Insights

Read, watch and listen to our latest market commentary and helpful guidance to help you stay informed about key financial matters.

Commentary

Read, listen and watch our latest market commentary and personal finance.

Article
Market commentary - October 2024
By Rob Morgan
Spokesperson & Chief Analyst
04 Nov 2024 | 4 min read
Article
Jitters over Budget borrowing rise
By Garry White
Chief Investment Commentator
01 Nov 2024 | 14 min read
Article
Macro implications of the Budget
By Charles Stanley
01 Nov 2024 | 6 min read
Article
Autumn Budget review: Charles Stanley client update
By Charles Stanley
31 Oct 2024 | 19 min read
Article
Should markets worry about the US election?
By Charles Stanley
31 Oct 2024 | 7 min read
Article
What the Autumn Budget means for UK businesses?
By Harry Bell
Director of Financial Planning
30 Oct 2024 | 8 min read
Article
Budget: Market worries about borrowing emerge
By Garry White
Chief Investment Commentator
30 Oct 2024 | 3 min read
Article
Autumn Budget 2024 summary - what tax changes were announced?
By Rob Morgan
Spokesperson & Chief Analyst
30 Oct 2024 | 10 min read

Knowledge

Get more informed about your finances, with our helpful guides and knowledge hubs

Knowledge
UK Autumn Budget 2024
Our latest commentary and insights on the Budget to help you better manage your personal finances and stay ahead.
Knowledge
Opportunities in Adversity: Tough times make brilliant businesses
Read our latest report to find out how innovators can convert potential setbacks into stepping stones toward greater achievements.
Knowledge
Phoenix Founders: Rising from the ashes
What can be learned from a non-linear journey to success? Download your free report to discover what it takes to run a successful business and the distinct learning opportunities that can make failed entrepreneurs stronger.
Knowledge
Guide to generating income in retirement: a time to decide
Fast approaching retirement age? Or perhaps you've already left the rat race and want to make your retirement savings last. Get expert tips with our free guide to income in retirement.

Stories

Engaging, emotional and practical stories of how we have helped our clients start conversations about their finances.

Keep calm and carry on investing
Read Jeremy's story about Linda, who opened a discretionary portfolio with us years ago, valuing our personal approach and level of communication with her. She has since brought her children into the conversation too.
By Jeremy Robinson
Director of Private Clients
Planning for the unexpected
Read Mia's story of how she helped Arthur & Rose as their situation changed when Rose started to have ongoing health problems. Opening up the conversation with their daughters helped everyone feel supported.
By Mia Kahrimanovic
Financial Planner
A world of opportunities in retirement
Read Simon’s story on how he helped his client, Andrew, see there was a world of opportunities for his retirement, which he can fully enjoy now, by including his sons in their conversations.
By Simon Davis
Director of Financial Planning
A family affair
Read Katie’s story of how she helped a family for over 20 years, passing on their wealth through generations and help them understand the benefits and responsibilities that come with being relatively wealthy.
By Katie Presland
Senior Investment Manager

Events

Take a look at our upcoming events and watch past webinars