Entries by Marissa Harpa

Q1 2024 Investment Commentary

Welcome to our latest investment commentary. This edition will cover the first quarter of 2024 and the outlook for the remainder of the year.

Q1 REFLECTIONS

We are pleased to report that the rally which commenced towards the end of …

2024 Spring Budget

As I’m sure you have seen, the Chancellor announced his Spring Budget yesterday – given the current political situation, we don’t expect that this will be the final Budget of 2024 but right now, these are the highlights that could …

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Walking the Walk for Charity

Further to our Charity of the Year announcement, we’re thrilled to invite you to be part of something truly special – a charity walk that promises to make a meaningful impact in the lives of young refugees. In April the …

End of Tax Year Planning

Tax Year Finale looms – don’t miss the deadline!

As the pages of the calendar flip ever closer to the 5th April we wanted to highlight all the main opportunities that will be lost when the curtain falls on 2023/24. …

DON’T MISS A TRICK (OR TREAT)!

Now that summer is behind us we thought we’d take this opportunity to share some thoughts with you and remind you of the important services that you can (and should) be taking advantage of.

We are also very proud to …

Q2 2023 Investment Commentary & Webinar

Welcome to our latest investment commentary covering the second quarter of 2023. We hope you and your family are well and that you are looking forward to the summer holidays.

Before jumping into the meat of the commentary, we have …

Summer Newsletter

Welcome to our Summer 2023 Newsletter. We hope you are eagerly anticipating your holidays and enjoying the long-awaited warmer weather!

We have been in touch a number of times this year with planning reminders, regulatory changes, and potential planning opportunities, …

Q1 Market Insights Webinar with Special Guest

This quarter, Mo and Tommy were joined by special guest, Sanjay Rijhsinghani, CIO of LGT Wealth Management. Sanjay and LGT have a long-standing relationship with Carrington, as LGT host and administer our Discretionary Portfolios. We have worked alongside Sanjay for …