This podcast discusses LGT Vestra’s thoughts on positioning for 2020. In the last three months of 2019, weak economic data has been offset by lower interest rates from the Federal Reserve, renewed asset purchases from the European Central Bank and the prospect of a ‘phase one’ US-China trade deal. In the UK, the election result brought some clarity to the outlook for Brexit. As a result, equity markets moved higher with stronger momentum causing many stock indices to close 2019 near to their all-time highs. Whilst trade and central bank policy has driven global markets, the big news in ..read more

The Forces Pension Society has formed a partnership with the Personal Finance Society (PFS), the professional body for the UK financial advisory profession, to help offer pro bono consultations to all members of the Forces Pension Society. We at Sound Financial Management are excited to be taking part in the scheme, and we are here to provide you with the tools and knowledge you need in order to secure your financial future. Forces MoneyPlan was established in 2017, offering free guidance to sick and injured forces personnel and veterans, following on from Armed Forces charity, OnCourse Founda ..read more

Later this month, Sound Financial Management and Plymouth Junior Lawyer Division will be hosting a talk on ‘Millennials and Money’. Our advisers, Charlie Hill and Ryan May, will be covering topics such as pensions, investments and savings to help you understand how to make your money work harder for you. As millennials themselves they understand the trials and tribulations surrounding personal finances and want to help their generation buck perceptions and close the financial literacy gap. The talk will be held at the Foot Anstey building (4 North East Quay, Sutton Harbour, Plymouth PL4 0BN) o ..read more

The link below shows a video produced by Neil Woodford which explains the reasons for his actions and details what we should now expect to happen moving forward. We as with thousands of other investors have had the confidence in Neil Woodford as a fund manager and believe that his long-term performance will return. The decision to suspend trading of the LF Woodford Equity Income Fund will provide them time to execute the strategy of reducing the funds exposure to illiquid and unquoted stocks. The fund has historically paid a competitive dividend of around 3.4% and we are continuing to monitor ..read more

At Sound Financial Management we are constantly striving to encourage interest within the financial services sector, especially when it comes to the future of our industry. Encouraging young enthusiastic talent into our industry is important to us and the city of Plymouth. Our graduate scheme has provided a gateway for those leaving university wishing to develop a career within the research & advisory sectors. The business administration apprenticeship scheme has also provided school leavers the opportunity to qualify and progress within our support teams. Our first apprentice completed th ..read more