Abrey Private Clients LLP - Your Wealth Matters

Abrey Private Clients LLP - Your Wealth Matters Chartered Financial Planner & Accountant (not currently practising) & Chartered MCSI. Partner Practice of St. James's Place Wealth Management.

Your home may be repossessed if you do not keep up repayments on your mortgage. Abrey Private Clients Your Wealth Matters ™

VouchedFor 2026 Top Rated Adviser GuideReally proud to be named a VouchedFor 2026 Top Rated Adviser. This is based on fe...
20/03/2026

VouchedFor 2026 Top Rated Adviser Guide

Really proud to be named a VouchedFor 2026 Top Rated Adviser. This is based on feedback from my clients, so a genuine thank you to everyone who has supported me.

You can find the Guide in The Times this Saturday (21 March 2026).

St. James’s Place CIO Investment Insights (Q4'2025): From Old Trafford to Wall Street - the case for staying the courseh...
13/10/2025

St. James’s Place CIO Investment Insights (Q4'2025): From Old Trafford to Wall Street - the case for staying the course

https://www.abreyprivateclients.com/article/detail/sjpp/cio-investment-insights-from-old-trafford-to-wall-street-the-case-for-staying-the-course.html

SJP Approved 07/10/2025

From Old Trafford to Wall Street – it sounds like an odd pairing. But on a recent trip with my family to watch Manchester United play Burnley, I was struck by some parallels between being a football fan and investing.

Retirement Ready: Simple Steps to Secure Your FutureWebinar Recording: Thursday 5 JuneTo watch: https://www.sjp.co.uk/in...
03/07/2025

Retirement Ready: Simple Steps to Secure Your Future
Webinar Recording: Thursday 5 June

To watch: https://www.sjp.co.uk/individuals/how-can-we-help/tools-information/webinars

Thinking about retirement but not sure where to start? The earlier you take action, the better positioned you’ll be for the future. Join Claire Trott, Divisional Director of Retirement and Holistic Planning and Iain McLeod, Head of Private Client Consultancy South.
Claire Trott and Iain McLeod will simplify retirement planning and discuss:
- How different types of pensions work and why employer contributions matter
- The importance of consistent savings for long term financial security
- Common mistakes to avoid and how regular reviews can help.

Note recording is based on facts and regulations as at time of recording.

SJP Approved 25/04/2025

Another chart? Yes. The same message? Pretty much. Still worth your time? Absolutely. We zoomed out on the FTSE 100 last...
12/05/2025

Another chart? Yes. The same message? Pretty much. Still worth your time? Absolutely.

We zoomed out on the FTSE 100 last week. Now we’re widening the lens to look at global equities over the past 20 years.

Each navy bar shows the biggest market drop within a given year – the worst moments that made the headlines (hello, 2008 and 2020 👀).

But the turquoise line? That’s the long-term trend: upwards. 📈

Setbacks are normal. Progress takes time. And a bit of perspective goes a long way.

⚠️ Past performance is not indicative of future performance. It is not possible to invest directly into the MSCI World Index. The figures shown do not take into account any relevant tax or investment wrapper charges.

Silver linings in the Spring Statement?UK economic growth prospects may look anaemic but there were glimmers of positivi...
27/03/2025

Silver linings in the Spring Statement?

UK economic growth prospects may look anaemic but there were glimmers of positivity in the government’s Spring Statement. Although the Office for Business Responsibility (OBR) downgraded expected growth from 2% to 1% for this year, it had glimmers of positive news elsewhere. For one, OBR scored the government’s planning reforms positively. It also estimates...

https://www.abreyprivateclients.com/article/detail/sjpp/silver-linings-in-the-spring-statement.html

SJP Approved 26/03/2025

UK economic growth prospects may look anaemic but there were glimmers of positivity in the government’s Spring Statement. Although the Office for Business Responsibility (OBR) downgraded expected growth from 2% to 1% for this year, it had glimmers of positive news elsewhere. For one, OBR scored th...

US ELECTION: WHAT DOES TRUMP'S VICTORY MEAN FOR MARKETS?At a glance:• Donald Trump’s policy promises such as increased t...
06/11/2024

US ELECTION: WHAT DOES TRUMP'S VICTORY MEAN FOR MARKETS?

At a glance:
• Donald Trump’s policy promises such as increased tariffs could cause inflation to rise.
• We expect to see short-term market volatility, but do not act on speculation. We remain anchored to our long-term investment views.
• It is important to avoid a knee jerk or emotional response after such a divisive election.

To read our Summary, please click on the following link: https://www.abreyprivateclients.com/article/detail/sjpp/us-election-what-does-trumps-victory-mean-for-markets.html

SJP Approved 06/11/2024

After a close fought race, Donald Trump is poised to become the 47th President of the United States. Looking at Trump’s campaign promises, as well as his actions during his last presidency in 2017, expectations are for reduced regulations across the board. Additionally, expectations are he will fo...

Understanding what the Autumn Budget means for youRachel Reeves has delivered her first Budget as Chancellor, and the fi...
31/10/2024

Understanding what the Autumn Budget means for you

Rachel Reeves has delivered her first Budget as Chancellor, and the first Labour Budget in 14 years. It brings some clarity and certainty following many weeks of speculation. The Government has had to balance a challenging fiscal situation with a plan to invest for the future and for growth.

The Chancellor has increased taxes by a record £40bn and increased borrowing to £127bn for this tax year. Alongside the headline changes to minimum wage, fuel duty and increased spending for public services there were several changes that may affect you.

To read more, please click on the link below:

Rachel Reeves has delivered her first Budget as Chancellor, and the first Labour Budget in 14 years.  It brings some clarity and certainty following many weeks of speculation. The Government has had to balance a challenging fiscal situation with a plan to invest for the future and for growth.

30/07/2024
What does a UK Election mean for investments?“The future is in your hands… on July 4, you have a choice.”Last week, Rish...
29/05/2024

What does a UK Election mean for investments?

“The future is in your hands… on July 4, you have a choice.”

Last week, Rishi Sunak caught a number of commentators off guard by calling a General Election.

Labour Party leader and current favourite to become the next UK Prime Minister, Sir Keir Starmer, reacts to Rishi Sunak's announcement of a General Election.

https://www.abreyprivateclients.com/article/detail/sjpp/weekwatch-28-05-2024.html

SJP Approved 28/05/2024

A great charity we support - providing employment, ongoing livelihoods to 100 families, reforestation, increased diversi...
18/04/2024

A great charity we support - providing employment, ongoing livelihoods to 100 families, reforestation, increased diversity all in the country of my birth- Zimbabwe.

Proud to support this good work!

17/03/2024

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