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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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