In the know
In the know
Lucas Fettes Financial Planning
Welcome to In the know, where our expert team talk through important financial planning topics. The purpose of this podcast is to help you understand why everyone is financially unique, what your relationship with money is and how this is influenced. We hope that by making these discussions accessible, you are able to make more informed decisions moving forward. Throughout this series, our discussions will feature many of our expert team, trusted professionals from other disciplines, as well as other featured guests. Visit our website: www.lffinancialplanning.co.uk
Episode 39 - Market commentary with RBC Brewin Dolphin (March 2024)
In this episode, Neil Clarke discusses the current and future state of the financial markets with Janet Mui. Key themes from the episode include: the markets' reaction to the recent Spring Budget; the struggling UK economy;  how the UK and US equity markets compare over the long-term; the trajectory of interest rates; and why the result of US election might not be overly important.   Janet is Head of Market Analysis at RBC Brewin Dolphin, who are one of our trusted investment panel. Visit our website for more content: ⁠⁠⁠https://lffinancialplanning.co.uk/⁠⁠ Important information The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
Mar 13, 2024
16 min
Episode 38 - Retirement planning considerations
In this episode, Neil Clarke and Shaun Braybrook discuss the retirement planning considerations that you must take into account to live the life you wish to once you retire. Within their conversation, they cover: why the State Pension is unlikely to be enough; why you may need to plan for a longer retirement than you think; why your retirement plan is unique to you and must include lifestyle considerations; and why early planning is best practice. Visit our website for more content: ⁠⁠⁠⁠https://lffinancialplanning.co.uk/⁠⁠⁠ Important information The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
Feb 14, 2024
17 min
Episode 37 - In the news (January 2024)
In this episode, Ian Robinson talks through some of the topical financial news stories from the month. The stories discussed in this episode include: mortgage lenders beginning to reduce rates; the postmasters scandal; potential changes to Inheritance Tax; and optimism in the financial markets. This episode is hosted by Josh Cushion. Visit our website for more content: ⁠⁠⁠https://lffinancialplanning.co.uk/⁠⁠ Important information The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
Jan 31, 2024
13 min
Episode 36 - Market commentary with Quilter Cheviot (January 2024)
In this episode, Neil Clarke discusses the current and future state of the financial markets with Richard Carter. Key themes from the episode include; the influence of political elections; inflation and interest rates; fixed interest; equities; and the economic outlook moving forward. Richard is Head of Fixed Income Research at Quilter Cheviot, who are one of our trusted investment panel.  Visit our website for more content: ⁠⁠https://lffinancialplanning.co.uk/⁠ Important information The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
Jan 16, 2024
14 min
Episode 35 - Market commentary with Square Mile (October 2023)
In the latest episode of In the know, we are back discussing the financial markets. This time around, ⁠Neil Clarke⁠ is joined by Mark Harries of Square Mile. Their conversation includes in depth discussions on: Inflationary drivers; Interest rates; Bonds and fixed interest; Equities; and An economic outlook. Visit our website for more content: ⁠https://lffinancialplanning.co.uk/⁠ Important information The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
Oct 24, 2023
17 min
Episode 34 - Market commentary with Charles Stanley (July 2023)
In this episode, Neil Clarke discusses the current and future state of the financial markets with Patrick Farrell. Key themes from the episode include; Inflationary drivers; Interest rates; Bonds and fixed interest; Equities; and An economic outlook. Patrick is Chief Investment Officer at Charles Stanley, who are one of our trusted investment panel. To find out more about Charles Stanley, please visit their website. Visit our website for more content: https://lffinancialplanning.co.uk/ Important information The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
Jul 18, 2023
33 min
Episode 33 - Market commentary with Brooks Macdonald (May 2023)
Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Ed Park. The key topics include: – Inflationary drivers;– Interest rates; – The likelihood of a recession; and– Why investors must consider the long-term. Ed is Chief Investment Officer at Brooks MacDonald, who are one of our trusted investment panel. To find out more about Brooks Macdonald, please visit their website. Visit our website for more content: https://lffinancialplanning.co.uk/ Important information The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
May 17, 2023
31 min
Episode 32 - Market commentary with RBC Brewin Dolphin (March 2023)
In this episode, Neil Clarke is joined by Janet Mui (RBC Brewin Dolphin) to discuss the financial markets. Key themes from this discussion include: Inflation and interest rates; Equities and bonds; The fallout following the collapse of Silicon Valley Bank; and Potential economic slowing and volatility. Janet is Head of Market Analysis at Brewin Dolphin, who are one of our trusted investment panel. To find out more about Brewin Dolphin, please visit their website. Visit our website for more content: https://lffinancialplanning.co.uk/ The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
Mar 15, 2023
20 min
Episode 31 - Market commentary with IPS Capital (January 2023)
In this episode, Neil Clarke is joined by Chris Brown (IPS Capital) to discuss the financial markets. Key themes from this discussion include: Cautious market optimism; Being mindful of ongoing volatility; Inflation and interest rates; Currency; and A potential boom for China’s economy. Visit our website for more content: https://lffinancialplanning.co.uk/ The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
Jan 18, 2023
21 min
Episode 30 - Market commentary with Quilter Cheviot (October 2022)
In this episode, Neil Clarke is joined by Richard Carter to discuss the financial markets. Key themes from this discussion include: Inflationary pressures ; Rising interest rates; Central bank sentiment; and A look into both bond and equity markets. Richard is Head of Fixed Income Research at Quilter Cheviot, who are one of our trusted investment panel. To find out more about Quilter Cheviot, please visit their website. Visit our website for more content: https://lffinancialplanning.co.uk/ The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
Oct 7, 2022
21 min
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