Private Pain

Changes to when you can access your pension could affect your retirement plans. It’s no secret that the state pension system is creaking. An ageing population means fewer workers supporting more retirees. The number of pensioners is projected to rise by 25% by 2050¹. What’s also common knowledge is that the age at which you …

Weekly Market Update – 1st June 2026: Markets Rise on AI Momentum and Ceasefire Hopes

Global equity markets delivered another strong week of gains, supported by continued enthusiasm around artificial intelligence and growing expectations of a ceasefire agreement in the Middle East. Japanese equities led global markets higher, while UK equities lagged due to their greater exposure to defensive and energy sectors. US: Equities rally on AI optimism and potential …

What is AI in financial planning?

Artificial intelligence is no longer a future concept. It is here, and it is reshaping how we think about money, investments and long-term planning. For individuals and businesses alike, the rise of AI brings both opportunity and uncertainty. The key question is not whether AI will impact financial planning, but how to use it effectively …

Weekly Market Update – 25th May 2026: AI Momentum Drives Global Markets Higher

Global equity markets performed strongly last week, supported by continued momentum in artificial intelligence-related stocks and easing geopolitical tensions in the Middle East. European equities led gains, while Chinese markets lagged amid ongoing concerns around economic growth. US: Consumer sentiment falls to record low despite market rally U.S. equities moved higher over the week, with …

Weekly Market Update – 18th May 2026: Rising Bond Yields Pressure Global Markets

Global equity markets came under pressure last week as ongoing geopolitical tensions pushed bond yields sharply higher. Technology stocks weakened as investors rotated into energy and other sectors expected to benefit from a higher interest rate environment. US: Inflation surprises to the upside as bond yields rise Most major U.S. equity indices ended the week …

Weekly Market Update – May 2026: Markets Rebound but Energy Risks Linger

Global markets rallied in April, recovering from March’s losses as strong earnings and continued AI-driven growth supported investor sentiment. However, the ongoing Iran conflict and elevated oil prices continue to create uncertainty around inflation and economic growth. Markets recover as tensions persist Global equity markets rebounded during April, with U.S. equities climbing to fresh highs …

Weekly Market Update – 11th May 2026: Technology Stocks Continue to Drive Global Markets

Strong corporate earnings supported a broad-based rally in global equity markets last week, with continued strength in the technology sector helping drive performance across major regions. The U.S. and Japan led gains, while UK equities lagged amid fading optimism surrounding a potential U.S.-Iran peace deal and renewed geopolitical uncertainty. US: Technology sector continues to lead …

Weekly Market Update – 5th May 2026: Markets Navigate Central Bank Decisions and Geopolitical Uncertainty

Global equity markets delivered mixed returns in a busy week for investors, with markets digesting developments in the Middle East, rising energy prices, central bank decisions and another strong wave of corporate earnings. U.S. equities led gains, while Japanese markets lagged following a strong start to 2026. US: Equities rally on strong earnings as rates …

Weekly Market Update – 27th April 2026: AI Strength Supports Markets Amid Geopolitical Pressure

Global equity markets delivered mixed performance last week. Gains were largely driven by artificial intelligence-related stocks in the U.S. and Japan, while European equities came under pressure as geopolitical tensions persisted and the Strait of Hormuz remained largely closed. US: Equities reach record highs on AI strength and earnings U.S. equity markets finished the week …

Rory Albon Shortlisted for Adviser of the Year at the Client Experience Awards 2026

We are thrilled to share that Rory Albon has been shortlisted for Adviser of the Year (Financial Advice) at the 2026 Client Experience Awards. This recognition highlights the advisers who go above and beyond to deliver exceptional service, placing client experience at the heart of everything they do. Being shortlisted is a fantastic achievement, and …