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Christmas Update

2020 is a year few of us will regret seeing the end of. Covid19 has impacted our health and livelihoods and imposed restrictions on how we live our lives. This was reflected in the financial markets, with a dramatic fall in worldwide equities as the virus took hold in March. More positive news about vaccines and the potential for a gradual return to normality have seen a partial recovery in stocks and our diversified model portfolios are now in positive territory over twelve months. And at the time of writing the plan for trade with the EU is as unclear as ever, but the outlook is much more positive than it was and we certainly anticipate 2021 will be a much brighter year.

Our business development team have had a very busy year working on a number of new developments. Chris Omeara is a Chartered adviser now working from offices in Hereford town centre, and we have two new mortgage advisers – Ben Price and Lauren Thould, who was previously a Paraplanner for many years in the business. We expect to be able to announce in April the addition of a further financial adviser, mortgage adviser and paraplanner in Mid Wales.

As well as recruitment the team have been developing our investment proposition and have negotiated client discounts on a number of platforms. We have also employed the services of Rayner Spencer Mills, the market leading investment fund rating agency, to create a range of discretionary portfolios. These are currently on the Fusion Wealth platform and we are working to make them available more widely. We are also rolling out a client portal to allow clients to view live valuations on their whole portfolio.

Wishing you a wonderful Christmas and prosperous New Year