In the know

By Lucas Fettes Financial PlanningBusiness Investing

In the know episodes

February 14, 2024Episode 38 - Retirement planning considerations
In this episode, Neil Clarke and Shaun Braybrook discuss the retirement planning considerations that you must take into account to live the life you wish to once you retire.
Within their conversation, they cover:
why the State Pension is unlikely to be enough;

why you may need to plan for a longer retirement than you think;

why your retirement plan is unique to you and must include lifestyle considerations; and

why early planning is best practice.
Visit our website for more content: ⁠⁠⁠⁠https://lffinancialplanning.co.uk/⁠⁠⁠
Important information

The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
18 min
January 31, 2024Episode 37 - In the news (January 2024)
In this episode, Ian Robinson talks through some of the topical financial news stories from the month.
The stories discussed in this episode include:
mortgage lenders beginning to reduce rates;

the postmasters scandal;

potential changes to Inheritance Tax; and

optimism in the financial markets.
This episode is hosted by Josh Cushion.
Visit our website for more content: ⁠⁠⁠https://lffinancialplanning.co.uk/⁠⁠
Important information

The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
14 min
January 16, 2024Episode 36 - Market commentary with Quilter Cheviot (January 2024)
In this episode, Neil Clarke discusses the current and future state of the financial markets with Richard Carter.
Key themes from the episode include;
the influence of political elections;

inflation and interest rates;

fixed interest;

equities; and

the economic outlook moving forward.

Richard is Head of Fixed Income Research at Quilter Cheviot, who are one of our trusted investment panel.
Visit our website for more content: ⁠⁠https://lffinancialplanning.co.uk/⁠
Important information

The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
15 min
October 24, 2023Episode 35 - Market commentary with Square Mile (October 2023)
In the latest episode of In the know, we are back discussing the financial markets.
This time around, ⁠Neil Clarke⁠ is joined by Mark Harries of Square Mile.
Their conversation includes in depth discussions on:
Inflationary drivers;

Interest rates;

Bonds and fixed interest;

Equities; and

An economic outlook.

Visit our website for more content: ⁠https://lffinancialplanning.co.uk/⁠

Important information

The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
18 min
July 18, 2023Episode 34 - Market commentary with Charles Stanley (July 2023)
In this episode, Neil Clarke discusses the current and future state of the financial markets with Patrick Farrell.
Key themes from the episode include;
Inflationary drivers;

Interest rates;

Bonds and fixed interest;

Equities; and

An economic outlook.
Patrick is Chief Investment Officer at Charles Stanley, who are one of our trusted investment panel.

To find out more about Charles Stanley, please visit their website.
Visit our website for more content: https://lffinancialplanning.co.uk/

Important information

The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
34 min
May 17, 2023 Episode 33 - Market commentary with Brooks Macdonald (May 2023)
Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Ed Park.
The key topics include:

– Inflationary drivers;
– Interest rates;
– The likelihood of a recession; and
– Why investors must consider the long-term.
Ed is Chief Investment Officer at Brooks MacDonald, who are one of our trusted investment panel.

To find out more about Brooks Macdonald, please visit their website.

Visit our website for more content: https://lffinancialplanning.co.uk/

Important information

The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
32 min
March 15, 2023Episode 32 - Market commentary with RBC Brewin Dolphin (March 2023)
In this episode, Neil Clarke is joined by Janet Mui (RBC Brewin Dolphin) to discuss the financial markets.
Key themes from this discussion include:
Inflation and interest rates;

Equities and bonds;

The fallout following the collapse of Silicon Valley Bank; and

Potential economic slowing and volatility.
Janet is Head of Market Analysis at Brewin Dolphin, who are one of our trusted investment panel.
To find out more about Brewin Dolphin, please visit their website.
Visit our website for more content: https://lffinancialplanning.co.uk/
The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
21 min
January 18, 2023Episode 31 - Market commentary with IPS Capital (January 2023)
In this episode, Neil Clarke is joined by Chris Brown (IPS Capital) to discuss the financial markets.
Key themes from this discussion include:
Cautious market optimism;

Being mindful of ongoing volatility;

Inflation and interest rates;

Currency; and

A potential boom for China’s economy.
Visit our website for more content: https://lffinancialplanning.co.uk/
The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
22 min
October 07, 2022Episode 30 - Market commentary with Quilter Cheviot (October 2022)
In this episode, Neil Clarke is joined by Richard Carter to discuss the financial markets.
Key themes from this discussion include:
Inflationary pressures ;

Rising interest rates;

Central bank sentiment; and

A look into both bond and equity markets.
Richard is Head of Fixed Income Research at Quilter Cheviot, who are one of our trusted investment panel. To find out more about Quilter Cheviot, please visit their website.
Visit our website for more content: https://lffinancialplanning.co.uk/
The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
22 min
August 16, 2022 Episode 29 - The importance of personal insurance protection
In this episode of In the know, Independent Financial Planner, Jasmina Grabham, is joined by Gregor Sked (Royal London).
Their conversation focuses on the importance of personal insurance protection and includes in depth discussions on:
– Why you should consider these policies and when they are suitable;
– The options available to you;
– Misconceptions that may have stopped you in the past; and
– Why you should consult a financial planner to help you.
Gregor is Intermediary Protection Development and Technical Manager at Royal London. To find out more about Royal London, visit their website.
Visit our website for more content: https://lffinancialplanning.co.uk/
The personal insurance protection products discussed in this podcast (with the exception of some Whole of Life policies) are not savings or investment products and have no cash value unless a valid claim is made. The tax treatment of any policy may depend on your individual circumstances and may be subject to future change. This podcast constitutes a financial promotion.
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
26 min

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