Useful Resources

Read our blog posts with useful resources and our latest news here.

Simon Cocking: My Reflection on a very different Start to 2020

As we draw to the close of the final day of our first quarter, I want to give you my reflection on a very different start to 2020.
Read my thoughts in this article.

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Phil Organ Gives his Outlook for 2019

When looking at what 2019 holds for us, it’s hard to give a definitive answer, because there is a lot of uncertainty ahead of Brexit on March 29th. However, before considering that, it’s worth highlighting the influence that the current year’s events will have on us next year.
Learn more in this article.

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Phil Organ on Just Group’s Retirement Risk Index

Just Group’s Retirement Risk Index is an excellent idea in that most people are familiar with the term ‘pension’, but too many will not have considered the importance of a pension to themselves and their family.

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Spring Statement 2019

With so much uncertainty around Brexit, it is understandable that there are doubts as to whether the Spring Statement 2019 will happen and, if it does, what it will entail.

Not one to shy away from an opinion, Leodis Director, Phil Organ shares his opinion ahead of the announcement.

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CISI’S Push to Make Advisers More Certified

The Chartered Institute for Securities & Investment (CISI) has announced it is going to introduce a new certified planner pathway with additional workbooks, training and support, in an attempt to help advisers become more certified.

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What Does a No Deal Brexit Mean to Clients?

As [the prospect] of a ‘no-deal’ Brexit looms, that uncertainty is likely to cause share prices in companies that trade with Europe (and in Europe that trade with the UK) to suffer. As such we need to position client’s portfolios more cautiously now rather than wait to see what happens.

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