In the know

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:

- The current market volatility;

Mark is Chief Investment Officer at Square Mile, who are one of our trusted investment panel. To find out more about Square Mile, 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.

In this episode, Paul Thurston (Head of Research and Projects) discusses ESG investments in depth with Tiziana Maida.

Key themes from their conversation include:

Tiziana is Head of Research at IPS Capital, who are one of our trusted investment panel.

To find out more about IPS Capital, 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.

Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Patrick Farrell. Key themes from the episode include inflation and influencing factors, interest rates, investment trends, as well as ESG investments.

Jon is Chief Investment Officer at Charles Stanley, who are one of our trusted investment panel.

To find out more about Charles Stanley, 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.

Join Mortgage and Equity Release Adviser, Elaine Hayes, as she discusses Lifetime Mortgages with Craig Faulkiner of Advise Wise. Their conversation introduces Lifetime Mortgages, whilst explaining the benefits and who they are suitable for.

Advise Wise is an award winning sourcing platform for Lifetime Mortgages. It is backed by a team with over 35 years of experience in the later life market and has a mission to simplify and streamline the sourcing and advice process, using innovative technology.

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

This refers to a Lifetime Mortgage. To understand the features and risks, ask for a personalised illustration.

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.

Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Ed Park. Their discussion provides clarity on the fallout of the current geopolitical crisis, as well as insight concerning the potential direction of inflation and interest rates.

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/

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.

In this episode, Mark Brown and Kerry Holmes discuss how involving your financial planner can benefit you when considering wealth transfers to younger generations. Throughout this conversation, they cover the key considerations, how to speak with younger generations about wealth transfers, as well as the why each of your professional advisers should work together.

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

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.

In this episode, Director and Independent Financial Planner, Neil Clarke, discusses the financial markets with Janet Mui.

Listen in for a summary of 2021, as well as a market outlook for 2022. Particular focus is given to inflation and interest rates.

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.

In this episode, Mark Brown and Sarah Maguire discuss why you may wish to transfer wealth (gift) to family and charitable causes you care about, whilst explaining how you may do so. Throughout the episode they discuss commonly recommended solutions and challenges that may need to be overcome.

This discussion is the second of three instalments concerning Intergenerational Wealth Transfers. We recommend you listen to Episode 19 first.

Our IHT guide referenced in this episode: https://lffinancialplanning.co.uk/a-guide-to-inheritance-tax-planning-options/  

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

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.

In this edition of our market commentary, Neil Clarke is joined by Richard Carter. Richard is Head of Fixed Income Research at Quilter Cheviot, who are one of our trusted investment panel. 

Their discussion includes references to inflation, the future of interest rates, the bond markets and the difference in approach between central banks.

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.

Listen in as Mark Brown and Neil Clarke discuss Intergenerational Wealth Transfers, the first of three informative conversations.

In this episode, they provide an in depth background concerning Intergenerational Wealth and discuss why, due to rising estate values, it is becoming increasing important to plan ahead should you wish to support family or a charitable cause financially. Attention is also paid to emotional drivers and why this topic can be hard to discuss with family.

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

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.