In the know

In this episode, Neil Clarke discusses the financial markets with Chris Brown. Their conversation includes references to the FTSE 100 and FTSE 250, a view on whether central government support will end soon, as well as commentary on emotional drivers and the psychology of money. 

Chris is a Partner and Chief Investment Officer at IPS Capital, who are one of our trusted investment panel. To find out more about IPS Capital, including the market commentary referenced in this episode, 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 Chartered Financial Planner, Nathan Munt, discusses Lasting Powers of Attorney (LPAs) with Josh Dunstone.

Josh is a Solicitor at Spire Solicitors, who are based in Norfolk. He specialises in later-life planning, including wills, LPAs and trusts.

Their conversation focuses on the importance of LPAs, why it is important to put them in place early, as well as how they differ to Enduring Powers of Attorney.

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.

Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Mark Harries. Their conversation includes the overall outlook of the markets, as well as further insight on the overall global position, FTSE 100 and interest rates.

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.

Listen in as Director and Independent Financial Planner, Neil Clarke, discusses the value of financial advice with Nathan Munt. Nathan is a Chartered Financial Planner at Lucas Fettes.

Their conversation focuses on creating and sustaining strong relationships with their clients, why advice is important, as well as why some of the benefits of financial advice aren't necessarily financial.

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.

Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Jon Cunliffe. Their conversation includes the overall outlook of the markets, as well as further insight on bond yields, inflation and 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.

Client vulnerability is an extremely sensitive area of client care and requires a careful and responsible approach.

Join Managing Director, Mark Brown, as he discusses this area with David Mulholland. Their conversation covers the different types of client vulnerability and the issues with identifying them, as well as how each of our professions should be working with one another to create a suitable joined-up service for the client.

David is a Business Development Manager at Brooks MacDonald, who are one of our trusted investment panel. He specialises in Court of Protection.

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

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.

Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Ed Park. This includes the outlook of the markets following Rishi Sunak's Spring Budget announcement.

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, Director and Independent Financial Planner, Neil Clarke, discusses the due diligence solicitors must undertake when referring clients to a financial planner. This conversation covers several important points, all with the general theme of creating a suitable joined-up service for clients.

For this discussion, Neil is joined by Dave Seager of SIFA Professional. To find out more about SIFA Professional and the work they undertake to help create synergy between the financial and legal professions, visit their website.

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.

Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Janet Mui. This includes the outlook of the markets following the agreement of a Brexit deal, the rollout of Covid-19 vaccination programmes, and the inauguration of Joe Biden as the new US President.

Janet is an Investment Director 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.

Episode 9 – Ethical and sustainable investing

As concern for the planet increases amongst the population, ethical and sustainable investing (ESG) has become increasingly popular. 

We define ethical and sustainable investing as investing with a view to helping society, the climate, planet, and avoiding areas that can be considered unethical.

It is important that you consider your ethical and sustainable preferences when making investment decisions.

Join our Managing Director, Mark Brown, as he discusses this topic with Divisional Director and Independent Financial Planner, Kerry Holmes.

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.