
Chartered Financial Planning Consultant at @ArmstrongWatson, providing advice in Carlisle and West Cumbria
Carlisle and Cockermouth
Joined November 2016
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"The main job of a financial adviser, it seems, is to force you to confront those difficult questions that you have put to the back of your mind."
Very interesting article by somebody seeking advice for the first time.
telegraph.co.uk/money/specia…
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‘Passive management is an inefficient application of a good idea’ on.ft.com/3IkoTVX
Does your life insurance increase your Inheritance Tax bill? armstrongwatson.co.uk/news/2…
Don’t let lousy wrapping ruin Christmas, or your finances! armstrongwatson.co.uk/news/2…
Somebody explaining to Trump what applying tariffs means, who pays them and the inflationary effects, would be very very helpful
Autumn Budget 2024: Capital taxes armstrongwatson.co.uk/news/2…
Autumn Budget 2024: Inheritance Tax armstrongwatson.co.uk/news/2…
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The Monetary Policy Committee voted by a majority of 5-4 to reduce #BankRate to 5%. Find out more: b-o-e.uk/mpr-aug-2024
FTSE100 currently at 8025, which is in excess of its record closing high (8014) in February 2023. Could we be in for a new closing high??
Rate cut hopes put rocket under FTSE: 'Things moving in right direction,' says Bailey msn.com/en-gb/money/other/ra…
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The Monetary Policy Committee voted by a majority of 8-1 to maintain #BankRate at 5.25%. b-o-e.uk/4cq0RmT
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From a financial planning perspective, the 2024 Spring Budget appeared low on headlines, BUT, there were announcements that could impact your #finances. Here Justin Rourke, Head of Advice, Armstrong Watson #FinancialPlanning, gives the details...
cumbriacrack.com/2024/03/14/…
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Here our experts give their commentary on the latest economic and investment developments which are likely to be affecting your investment and pension portfolios. In this latest update they discuss UK #recession, unsettled #investment markets and the #SpringBudget...
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Financial wellbeing and emotional wellbeing go hand in hand. Here we look at how employers can improve their employee's financial wellness and how it is also beneficial to the business...
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Join us for our live webinar on Thursday 7th March, the day after the #SpringBudget, as experts from our #Tax, Financial Services and #Accounting teams look at the implications of the announcements Register below 👇
That's inflation for you...
Bristol Balloon Fiesta to be shortened because of costs bbc.in/42U9j9U
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Join us on Friday for our next 'Making Sense of Markets' quarterly webinar in partnership with our asset management team, @futuremoneyuk where we help you “make sense of the markets” and how they may affect your pension and investment portfolios...
Interesting article on US rate expectations during 2024, with the logic also largely applying to the UK. Both central banks are facing a balancing act
Inflation has slowed. Now the Federal Reserve faces expectations for rate cuts independent.co.uk/news/infla…
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There are a number of very good reasons to use a pension to save specifically for retirement, including a tax-free lump sum from the pension pot, however the path to accessing this sum is not as simple as it once was...
#financialplanning #retirement #pension






