Latest News | Boolers

Market Update

03 Apr 2020

Following last week’s more upbeat market update, this weeks’ review has more of a sobering tone for markets, investors and the wider public in general.

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What is ESG investing?

31 Mar 2020

ESG investing is on the rise as more investors aim to incorporate values into their portfolio. There’s more than one way of doing so.

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The impact of taking a pension break on retirement plans

31 Mar 2020

A pension break can harm your retirement plans whether voluntary or not. But taking some time to understand the impact can mean your aspirations stay on track.

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5 Budget changes your clients need to know about

27 Mar 2020

In his first Budget as Chancellor, Rishi Sunak announced a range of new measures. From business support to ISA allowances, here are the Budget changes you and your clients need to know about.

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Coronavirus and finances – How you can reassure clients

27 Mar 2020

It’s been a turbulent time for stock markets in recent weeks. So, here’s a guide to the coronavirus and long-term investing and what you can say to reassure clients.

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As the current Coronavirus situation and market reaction deepens, and mindful that many of our clients will have received letters from us regarding portfolio valuations, we feel that it is necessary to continue to keep clients fully informed throughout this period of uncertainty.

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Investment Commentary: Monthly Bulletin February 2020

06 Mar 2020

Since our January update was issued, global equity markets have experienced a significant downturn...

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