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Julie Mallett, Fellow of the PFS

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.

Congratulations, Julie!

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…]

Team GD Cyclists

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:

Team at Finish Line

Investment Market Review & Outlook

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…]

Spring Statement Newsletter 2019

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…]

Gibbs Denley Fundraising 2018

Throughout 2018, Gibbs Denley Financial Services have supported two local Mind CPSL Mind (Cambridgeshire, Peterborough and South Lincolnshire) and Suffolk Mind.

During that time, our dedicated staff raised a grand total of £762.32 across the two charities. [click to continue…]

Michael Bretherick, Chartered Financial Planner and Associate Director, Advisory

Michael Bretherick, Chartered Financial Planner and Associate Director, Advisory, has achieved Fellowship of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute. [click to continue…]

Investment market review & outlook

2018 saw the culmination of a series of economic risks; US interest rates; the approaching end of the economic cycle; trade wars and other geopolitical issues; and of course Brexit. In terms of markets, it was one of the toughest years we have seen since the Global Financial Crisis in 2008. In this environment, there have been very few positives and we saw some drops in portfolios as result.

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Directors with FTAdviser top 100 award

We are delighted to announce that we have been ranked at number 13 in the list of the UK’s top 100 advisers in FTAdviser magazine from the Financial Times.

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