Insights

CEO’s update & financial markets appraisal

Over the last two years we have experienced increasing numbers of clients looking to take stock of their finances and focus more on future financial projections to ascertain if ensure they are on track to meet their life goals. This is a perfectly natural concern when we are faced with uncertainty as has been the case with, for example, the onset of Covid and the current situation in Ukraine.

• 10 May 2022
• | Graham Clark
• | Phillip Ross

Q1 Market Commentary 2022

The first quarter of 2022 was dominated by the conflict in the Ukraine. Looking beyond the humanitarian impact, the crisis has created volatility and distorted markets. Central banks have remained on guard as inflation numbers have increased and this has led to interest rates rises in the UK and US. Energy companies have clearly been the biggest beneficiaries in the short term as prices have spiked.

• 28 April 2022
• | Dale Smith

Your personal tax review for the 2022/23 tax year

• 6 April 2022

Anderson Strathern Asset Management to extend reach after sharp rise in funds under management

We're pleased to announce that we've hired Adam & Co advice director Ken Davidson to lead our Glasgow office. Ken takes up the role of chartered financial planner, following over seven years with Adam & Co in Edinburgh. He was previously an associate director at HSBC Private Bank, and was with the Royal Bank of Scotland for more than 13 years.

• 9 February 2022

Q4 Market Commentary 2021

We keep a close eye on global market developments, and each quarter we share an overview with our clients to keep you up to date and informed. In Q4 (October to December 2021) the economic backdrop remained relatively stable on the whole with growth being strong in most areas, despite the new variant Omicron creating volatility which started to ease as we found out more about the impact from the scientists. Manufacturing and servicing continue to

• 8 February 2022
• | Dale Smith

Q3 2021 Market Commentary

We keep a close eye on global market developments, and each quarter we share an overview with our clients to keep you up to date and informed. In Q3 (June to September 2021) the economic backdrop remained relatively stable on the whole with growth being strong in most areas. Manufacturing and servicing continue to show expansion, and corporate earnings have seen more upgrades than downgrades as they improve and economies continue to reopen.

• 26 October 2021
• | Dale Smith

Understanding your financial lifecycle

Can I afford to stop working? Will my kids have financial security during my retirement? How much should I be saving this month? If you’ve ever asked yourself any of these questions, this podcast is worth listening to.

• 16 August 2021

New year new you

The new tax year has arrived. We’ve welcomed 2021/22 and a Budget that brought very little changes to the tax landscape.

• 22 April 2021
• |

Market Commentary – positive steps

We keep a close eye on global market developments, and each quarter we share an overview with our clients. Over the 2021 Q1 period, the general trend has been an appreciation in markets, largely thanks to the approval and roll-out of various vaccine programmes.

• 21 April 2021
• | Dale Smith

New year message from the Chief Executive

Looking back over the last 12 months, it has certainly been a roller coaster of a ride in many respects, not least within the financial markets.

• 1 February 2021
• | Graham Clark

Market Commentary – ending the year on a high

Over the Q4 period, markets appreciated with the approval of the vaccines and subsequent roll out program across the UK. The increase in positive consumer sentiment allowed the UK market to perform well into the year end.

• 21 January 2021
• | Dale Smith

A Beginner’s Guide to Financial Planning

If you’re new to the concept of financial planning then it can be daunting taking the first step of consulting a professional financial planner. However, it does not have to be and here, our Chartered Financial Planner, James Glass, provides some insight into key financial planning concepts and what is involved in the financial planning process.

• 20 January 2021
• | James Glass