The ethical revolution has continued to accelerate in 2020. Extinction Rebellion protests are still taking place, ever more plant-based food and products are coming to market, and businesses are trying to show that they are taking environmental and social concerns seriously. The reason for these developments is consumer and investor demand. Consumers are looking for products that do not harm the environment, and investors want to see the companies in which they have a stake doing right by the world.
At Gibbs Denley, we whole-heartedly support these beliefs and are excited to announce the launch of three more Ethical Investment Model Portfolios from our sister firm, GDIM. In addition to the existing Conservative and Balanced Ethical, you will be able to invest in Cautious Ethical, Moderately Aggressive Ethical and Aggressive Ethical portfolios, giving a range of 5 risk profiles to choose from.
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Towards the end of 2019, Chris Adams became the seventh member of Gibbs Denley staff to gain Chartered Financial Planner status. Chris provides financial advice to clients in Bury St Edmunds, Chelmsford and the surrounding areas.
Chris says: “We have committed to all advisory staff attaining a degree-level financial planning qualification – to provide our clients with the comprehensive advice that they require. I am really pleased that I have achieved this after my last exam.”
The final quarter of 2019 brought significant changes in the UK with the re-election of the Conservative party as a majority government. As a result, UK assets received a boost in stock markets and the Pound made up some of the value it lost as a result of the EU referendum back in 2016.
As the prospect of a trade war between the US and China receded stock markets saw a sharp increase in values at the end of last year. We entered 2020 with tensions between the US and Iran igniting again, which has been the source of further volatility and uncertainty.
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The result of the UK general election was delivered on the morning of Friday 13th December, bringing a majority for the Conservative party and ensuring the continued tenure of Boris Johnson as Prime Minister. [click to continue…]
Julie Mallett, Chartered Financial Planner out of our Bury St Edmunds office, has become the fourth member of our staff to gain the prestigious Fellowship of the Personal Finance Society, helping her to provide exceptional knowledge and service to her clients.
Julie says: “I am very pleased to have achieved Fellowship status. It has taken 17 exams to get to this level and through this I have gained a high level of knowledge and understanding in financial services which has been the most important and rewarding part.”
As well as signifying the achievement of high-level studies, achieving Fellowship shows a commitment to further personal development and ethical practices.
The political landscape in the UK has shifted significantly in the last three months, but the future remains as uncertain as ever, especially in relation to Brexit. We continue to monitor the situation, and have further reduced our exposure to UK assets as a defensive measure.
The prospects for the addition and withdrawal of trade tariffs between the US and China, and others, have continued to move global markets, including weakening areas of the global economy in some regions too, significantly Europe, due to its heavy reliance on trade. However, we also see potential for more positive economic news in the near future as growth in the service industry may provide economic stability for countries that have previously relied on manufacturing. [click to continue…]
The second quarter of 2019 contained a huge amount of political noise, with Brexit weighing on everyone’s minds, the US:China Trade War continuing to rumble on, and India welcoming the re-election of their Prime Minister with an improved majority.
All of these issues affected asset prices across the board at various points over the quarter but the conclusion was a continuation of the healthy returns we had enjoyed in the first three months of 2019. [click to continue…]
On Sunday 12th May, a team from Gibbs Denley Financial Services cycled 60 miles around Cambridgeshire and Suffolk to raise money for our two Charities of the Year: CPSL Mind and Suffolk Mind.
A huge congratulations to Sally Keys, Benjamin Benson, Dawn Chamberlain, Josh Holmes, Craig Hilton and Chris Adams.
Our team have so far raised £270 across the two offices. If you haven’t yet supported them, you can do so using these links:
Stock markets rose through the first quarter of 2019, a reassuring counterpoint to the falls we saw at the end of 2018.
We have a more defensive approach in most portfolios at the moment as we expect lower growth this year. Holding enough risk to make gains in positive periods is key, but not at the expense of our risk-mitigation strategies, which we believe will be essential this year. [click to continue…]
Chancellor Philip Hammond delivered this year’s Spring Statement during what is an uncertain time for the economy and businesses, which the Chancellor called a “cloud of uncertainty”. [click to continue…]