Beaufort Financial - Forth Valley

24/01/2025

Please note, due to the weather warning, our office will be closed today.

The team are working remotely, so if you do need to get in touch please do so by emailing [email protected] or calling us on 01324 625225.

We hope you all stay safe during the storm!

10/09/2024

Last week was a challenging one for global equity markets. The MSCI All Country World Index fell -4.0% in GBP terms, and while all equity markets found themselves in negative territory for the week the worst affected was the U.S market, illustrated by the -4.5% (GBP) fall in the S&P 500 Index. Follow the link to read more. https://bit.ly/47sxm20

03/09/2024

In July, the Fed’s preferred measure of inflation, known as the core personal consumption expenditures (PCE) price index, which excludes volatile food and energy items, rose by 0.2% month-over-month. This mild increase has reinforced the Federal Reserve’s plan to start cutting interest rates at the next meeting in September. Follow the link to read more. https://bit.ly/4gdyTNs

20/08/2024

Last week seemed to be very much the calm after a short-lived storm. Not wanting to tempt fate, the dust seems to have settled again with financial markets back to almost where they started at the beginning of the month. Follow the link to read more. https://bit.ly/3YPV4Tk

13/08/2024

Last week, we saw some extended moves across global equities and the return of volatility to markets. Follow the link to read more. https://bit.ly/4fJOFiQ

07/08/2024

The Lump Sum Allowance (LSA) has replaced the old pensions Lifetime Allowance (LTA) as an important tax consideration when it comes to accessing your retirement savings. Follow the link to read more.

The Lump Sum Allowance has replaced the Lifetime Allowance as the main tax consideration when drawing down your pension. Here’s what you need to know.

05/08/2024

Last week was an extremely volatile one for many global equity markets. Follow the link to read more. https://bit.ly/4dz4VRP

09/07/2024

Please follow the link to read our latest quarterly market commentary. https://bit.ly/4cuMuNS

10/06/2024

Last week was a positive week for both bonds and equities, supported by technology-related earnings results in the US as well as the starting gun being fired on interest rate reductions by major central banks. Follow the link to read more. https://bit.ly/4bQHt20

03/06/2024

According to official figures from the Office for National Statistics, the UK’s annual headline inflation fell to 2.3% in April, its lowest level since July 2021, down from 3.2% in March. However, this decrease was less than the anticipated 2.1%. Similarly, annual services inflation declined slightly from 6.0% to 5.9%, also falling short of expectations. These outcomes may have reduced the likelihood of the Bank of England (BoE) cutting interest rates as early as June. While inflation is on a downward trend and nearing its target rate, it remains sticky.

Click our article to read more.

The likelihood of a June rate cut appears less certain now, given that UK inflation has slowed less than anticipated and Prime Minister Rishi Sunak has announced a snap general election for July 4th.

22/05/2024

The Bank of England Monetary Policy Committee (MPC) continues, for now, to hold the base rate at 5.25% after a run of fourteen consecutive interest rate hikes. Follow the link to read more.

A long run of consecutive Bank of England interest rate rises has improved headline savings rates. However, this looks set to go into reverse as inflation recedes. Here’s what you should consider as a result.

20/05/2024

Wage growth in the UK remained persistently strong, with the annual rate of pay growth in average weekly wages, excluding bonuses, unchanged at 6% in the three months through March, slightly higher than the forecast of 5.9%. Follow the link to read more. https://bit.ly/3V7Ivkd