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Smart Money: May 2024

Welcome to our latest issue. As we embark on the new tax year, on page 08, we consider why reviewing your pension savings strategy presents an opportune moment, setting a solid foundation for future financial stability. Early attention to your private pension at the onset of the fiscal year is ...

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Smart Money: May 2021 Edition

Welcome to our latest edition. As we enter another new phase in the coronavirus (COVID-19) ...

01
May
FPWM INVESTMENT STRATEGY COMMITTEE Q2 2021 TACTICAL VIEWS
We look back at a quarter where equity markets rode a reflationary wave and fixed interest suffered as a result. With vaccination programmes set to ride to the rescue of the global economy, we all started to hope for a return to “normal”. We look forward at what might affect the markets overwhelmingly positive outlook, ...

We look back at a quarter where equity markets rode a reflationary wave and fixed ...

Smart Money: March 2021 Edition

Welcome to our latest edition. At the time of publishing, Chancellor of the Exchequer Rishi ...

01
Mar
Smart Money: January 2021

Welcome to our first edition for 2021. In a year of renewal, hopefully we’ll see ...

04
Jan
Achieving the Advanced Diploma in Financial Planning
On Friday, I was delighted to receive my Advanced Diploma in Financial Planning (and therefore the addition of some new letters after my name!). This is the qualification required to be a Chartered Financial Planner, a goal I have been working hard towards since I started with FPWM. As someone who is relatively new to ...

On Friday, I was delighted to receive my Advanced Diploma in Financial Planning (and therefore ...

Smart Money: November 2020 Edition

Welcome to our latest issue. Inside, we look at a number of different topics to ...

02
Nov
Smart Money: September 2020 Edition

Welcome to our latest issue. As the world continues to work out how to live ...

01
Sep
My First Month at FP Wealth Management
When considering my placement year, I was looking for a position where I could grow my interest in the financial markets, to develop skills that make a difference, and to get an insight into the myriad tasks and challenges within the financial industry. Wealth Management seemed the right route to further my interest in financial ...

When considering my placement year, I was looking for a position where I could grow ...

FPWM Investment Strategy Committee Q3 Tactical Views
So, it seems that all is right with the world again.  What were we all thinking? Policymakers across the globe have taken comfort in the flattening of the COVID-19 curve and starting to reopen their economies which is necessary to avoid the significant economic damage from becoming a real long-term problem. However, it will also ...

So, it seems that all is right with the world again.  What were we all ...

Smart Money: July 2020 Edition

Welcome to our latest issue.A return to how life was at the start of 2020 ...

01
Jul
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