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  • Sunday Papers: Ted Baker to shake up board And Bank of England is preparing to crack down on the rules governing investment funds. Learn More
  • Saturday Papers: M&G sell-off caused fund to be frozen And Eddie Stobart rescued as family returns to the wheel. Learn More
  • Property fears: how the major funds are positioned After M&G suspended its £2.5 billion property fund, we detail the cash levels, retail exposure and outflows of its major rivals. Learn More
  • FTSE rallies as US jobs growth blows away the market bears Strong US jobs figures propel the FTSE 100 to a 1.1% gain as the blue-chip index bounces back from US-China trade tensions earlier in the week. Learn More
  • The Expert View: Stagecoach, DS Smith and Dunelm Our daily roundup of analyst commentary on shares, also including Lancashire and MJ Gleeson. Learn More
  • Friday Papers: Saudi Aramco raises $25.6bn in world’s biggest IPO And Boeing admits it could halt 737 Max production as grounding drags on. Learn More
  • Overnight Markets: Wall Street shrugs off trade concerns to close higher Materials stocks were the biggest winners, while energy suffered the largest percentage drop. Learn More
  • Tracker fund sales smash records as UK investors pile into passives UK investors are piling into tracker funds at a record-breaking pace, with passive funds accounting for over two-thirds of total fund sales in October. Learn More
  • M&G weighs on FTSE after property fund suspension Another rally in the pound curbs the FTSE 100 with the blue chip index further weighed by fund manager M&G sliding below its October flotation price. Learn More
  • AJ Bell profits rocket after debut delivers great returns AJ Bell, the stock broker and funds supermarket whose 60% share price rise has helped fund manager Mark Barnett through a challenging 2019, records 33% leap in profits. Learn More
  • The Expert View: Carnival, U+I and M&C Saatchi Our daily roundup of analyst commentary on shares, also including Impax and Quiz. Learn More
  • Thursday Papers: Eddie Stobart lines up Deloitte for administration And M&G suspends £2.5 billion property fund on Brexit and retail woes. Learn More
  • Overnight Markets: Wall Street rebounds on renewed trade optimism All 11 major sectors of the S&P 500 ended the session in positive territory, with energy enjoying the biggest percentage gain. Learn More
  • M&G suspends £2.5bn property fund as Brexit tension mounts M&G suspends dealing in its £2.5 billion property fund after suffering nearly £1 billion of withdrawals over the last 12 months. Learn More
  • Former Janus Henderson emerging markets boss brings team to new firm Glen Finegan, the former head of emerging market equities at Janus Henderson, has brought over a team of five of his former colleagues to his new firm, Skerryvore Asset Management. Learn More
  • Pound jumps to seven-month high as Tories firm up lead in polls Sterling hits seven-month high and breaks $1.30 barrier as investors raise their bets on a Conservative majority in next week's general election. Learn More
  • Link delays decision on Woodford Income Focus fate Fund administrator says it is in 'final stages' of reviewing appointment of another manager or merger into another fund but delays decision. Learn More
  • The Expert View: Boohoo, Bovis and Cineworld Our daily roundup of analyst commentary on shares, also including Ferguson and WH Smith. Learn More
  • Wednesday Papers: top bosses at Alphabet stand down And world’s biggest pension fund strikes blow against short-sellers. Learn More
  • Overnight Markets: US stocks fall after Trump dents trade truce hopes Nine of the 11 major sectors in the S&P 500 were in negative territory, with Apple Inc and Intel Corp weighing the most Learn More

Coping with Uncertainty

7th Jan 2019

"Because financial markets are forward looking, and because the future is unpredictable, investors must cope with uncertainty all the time".

Please find attached an article written by Dimensional Fund Advisers which offers a timely reminder that whilst there is a significant amount of uncertainty at the moment, there often is and it is important to stay disciplined and focused on your long term plans.

View related literature here »

More Blogs

Please click on the below articles to view them in full.

15th Jul 2019

Regularly Review Your Financial Goals

Just as you mature and develop as a person, and your circumstances do likewise, so will your financial goals. The aims you had for the money you were earning when you were 20 will not be the same a...

Read More »

21st Jun 2019

Our Summer 2019 newsletter

Please see the link below to view our quarterly newsletter for the Summer of 2019.

Read More »

12th Jun 2019

Plan Your Income and Expenditure

The value of balancing your income and expenditure was famously summed up by Mr Micawber in Charles Dickens' novel David Copperfield: "Annual income twenty pounds, annual expenditure nineteen si...

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8th May 2019

Who needs a financial adviser?

The short, and simple, answer is: everyone at some point in their life. Some people, if their finances are especially complex, will need a long-term adviser offering regular meetings and updates. B...

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5th Apr 2019

Putting time on your side

How can you increase your chances of a successful investment in equities / stocks and shares? Please find attached a short paper by Fidelity International on this question. One of the...

Read More »

21st Mar 2019

When doing nothing is best

From time to time, stock markets go through periods of uncertainty. This could be down to some poor economic news or perhaps due to a political crisis. The sharp falls that can be experienced at su...

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11th Feb 2019

Beware of pension investment scams

The Insolvency Service has urged individuals saving for retirement to protect their pension pots from criminals and 'negligent trustees'. Research carried out by the Service found that cri...

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24th Jan 2019

How do you work out what income and how much money you will need when you retire?

In working out what income you will need in retirement, there are many factors to take into consideration. You are not only having to look ahead 20, 30, maybe 40 years into the future, you are also...

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12th Dec 2018

Financial Services Apprenticeship Scheme

With the aim of identifying local talented individuals and helping them to develop into perhaps the next generation of financial advisers/ planners and be part of a wealth management team, we are l...

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11th Dec 2018

What are the different types of ISA available and how do they differ?

ISAs (Individual Savings Accounts) are a very popular and efficient way of saving because returns are paid tax-free. There are six main types – cash, stocks and shares, innovative finance, ju...

Read More »

1st Dec 2018

What are Venture Capital Trusts and have you considered them?

Venture Capital Trusts (VCTs) are investment companies that are listed on the London Stock Exchange and are set up to invest in small UK businesses that meet certain criteria. To encourage support ...

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15th Nov 2018

Income in retirement: what are the issues and considerations?

There are many issues when it comes to managing your income once you retire. Assuming you set up a pension scheme (or were enrolled into one by an employer), you will retire with a plan that needs ...

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31st Oct 2018

How Might Brexit Affect Your Finances?

As with all discussions and opinions regarding Brexit, ask 100 financial advisers what might happen, and how might you prepare, and you’re likely to receive 100 different answers. At the mome...

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1st Oct 2018

Are you planning for retirement or just wanting to protect and manage your wealth?

Our annual Wealth Preservation Seminar will offer suggestions and guidance for financial planning and investment management. Tax planning ...

Read More »

30th Jul 2018

Dimensional Fund Advisers Market Review

Please see the following link to Dimensional Fund Advisers Market Review for the 2nd Quarter of 2018. As well as providing the numbers behind recent market movements, this provides an interesting s...

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8th May 2018

The difference the right Financial Adviser can make.

...

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23rd Apr 2018

Venture Capital Trust growth

A combination of aggressive reductions in the lifetime allowance (LTA), as well as restrictions on the pension annual allowance – such as the tapered allowance for high earners – has ha...

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9th Apr 2018

Retirement income worries?

While retirement certainly brings about its share of unknowns, perhaps the most daunting prospect associated with this stage of life is the potential to run out of money.That fear is wi...

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23rd Mar 2018

The trouble with peer to peer savings vehicles

With UK interest rates currently at record lows and the continuing uncertain backdrop for investors, the Innovative Finance ISA (IFISA) adds another string to the ISA portfolio options. The IFISA a...

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16th Mar 2018

Death happens - prepare for it

One in 29 children – a typical class size – lose a parent before they grow up. Life insurance is a crucial, but an often overlooked financial consideration with other demands on income ...

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9th Mar 2018

Back to black

George Osborne had hoped to reach the milestone two and a bit years earlier in 2015, but Britain is now officially in the black and running a budget surplus for the first full year since 2001. Offi...

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29th Jan 2018

Over 65s drive UK spending

U.K. household spending - excluding mortgage payments - rose to £554.20 pounds per week in 2017, climbing back to pre-crisis levels of more than a decade ago for the first time, according to ...

Read More »

25th Jul 2017

Useful investment quotes - 'It is about the price. It has always been about the price', David Booth.

Equity prices change every day based on supply and demand. If more investors want to buy a share than sell it at the current price, the price goes up. If more want to sell than buy, the ...

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11th Jul 2017

Useful investment quotes - 'The important thing about an investment philosophy is that you have one you can stick with'. David Booth

 Volatile markets can be stressful for investors, but this volatility can also be viewed in a more positive light. Rapid price changes show that markets are working as they quickly ...

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26th Jun 2017

The money we manage is not our money - it is our clients past and their future

Whiting and Partners Wealth Management Limited measures its own business success from our clients point of view. The money our clients invest is much more than £pounds. It often embodies year...

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2nd May 2017

Estate planning with your pension

It may sound strange, but your pension could be the last thing you should draw on in retirement.Over the last five tax years the amount paid in inheritance tax (IHT), near...

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25th Apr 2017

Brexit: the deed is done, now what?

The outcome of the Referendum last year confounded the predictions of the opinion polls, the bookies and the markets. All three ended the working day on 23 June with the...

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18th Apr 2017

Your shrinking pension allowances

The cuts and adjustments made to the two main pension allowances since 2011 have made retirement planning all the more complex.The lifetime allowance, which sets an effect...

Read More »

11th Apr 2017

The benefits of transfers?

The overwhelming majority of people who have been fortunate enough to be a member of a defined benefit (also known as ‘final salary’) occupational pension scheme should stay wit...

Read More »

Whiting & Partners Wealth Management Ltd • 12/13 The Crescent, Wisbech, Cambs, PE13 1EH. UK

Tel: 01945 581937 • Fax: 01945 660333 • info@whitingandpartnerswm.co.uk

Our locations include Wisbech, Ely, Ramsey, March, Chatteris, Peterborough, St Ives, St Neots, King's Lynn, Bury St. Edmunds and Mildenhall.

Whiting & Partners Wealth Management Ltd is authorised & regulated by the Financial Conduct Authority. Registration number 435190

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