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Recent Insights

Insights Peter Markham Insights Peter Markham

Investment market update: August 2025

While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets experienced less volatility compared to the start of the year. Find out what factors may have affected the performance of your investments recently.

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Insights Peter Markham Insights Peter Markham

Why protecting your hearing is important at any age

People often speak about taking steps to improve or maintain their health as they age. But there’s one important aspect that often gets overlooked – your hearing. Hearing loss is associated with ageing, but there are steps you might take to improve your hearing health.

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Insights Peter Markham Insights Peter Markham

Investment market update: July 2025

The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Find out what else may have affected your investments recently.

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Insights Peter Markham Insights Peter Markham

Investment market update: June 2025

While the effect of trade uncertainty on investment markets eased in June, tensions in the Middle East worsened and led to volatility. Find out what else may have affected your investment portfolio recently.

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Insights Peter Markham Insights Peter Markham

How to prepare your loved ones for the “great wealth transfer”

It’s estimated that globally more than £13 trillion will be transferred between generations by 2030. The “great wealth transfer” could provide your family with opportunities and financial security. However, with research suggesting 70% of affluent families lose their wealth within a generation, you may want to look beyond assets when creating a plan.

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Insights Peter Markham Insights Peter Markham

Investment market update: May 2025

While many regional markets recovered some of the losses they experienced in April in May 2025, uncertainty may still be affecting the performance of your investments. Read about some of the key factors that influenced the investment market recently.

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