Albon Financial Planning

07/10/2026

📊 Portfolio positioning in a changing market

September saw interest rates rise across several major economies, borrowing costs move higher and energy concerns return as tensions in the Middle East continued to influence markets. Omnis-OMPS-update-Oct26-v4

Against this backdrop, portfolio changes focused on broadening equity exposure while maintaining a cautious stance, with increased exposure to emerging markets and the US. Omnis-OMPS-update-Oct26-v4

While AI continues to be a major market theme, there may also be opportunities beyond the areas that have driven much of the recent rally.

Take a look at the latest portfolio update for more on the key market developments and how portfolios are currently positioned.

07/10/2026

📊 Monthly Market Update | October 2026

Global equities picked up towards the end of September, supported by a strong AI-led technology rally and continued corporate earnings growth.

But it wasn’t all plain sailing. Inflation remains above target in several major economies, bond yields moved higher and central banks continued to reassess the outlook for interest rates. Omnis-Market-update-Oct26-v2

Meanwhile, the UK economy grew faster than initially estimated, while Europe and China also delivered some encouraging economic data. Omnis-Market-update-Oct26-v2

Our latest Monthly Market Update looks at the key developments and what has been driving markets.

Read the full update:

Global equities gained momentum towards the end of September as strong AI investment and corporate earnings supported markets.

05/10/2026

What could the Autumn Budget mean for your finances?

With the Budget approaching, speculation is building around potential changes to pensions, Capital Gains Tax, inheritance tax, property and other areas of taxation.

For now, much of this remains exactly that: speculation.

Rather than reacting to individual headlines, our latest blog looks at the areas currently being discussed and five parts of your finances that may be worth reviewing, including your investments, pension strategy, estate planning, income position and property arrangements.

Read the full blog:

Every year, the run-up to the Autumn Budget brings speculation about what might change and how it could affect your finances. This year is no exception.

02/10/2026

We’re finalists! 🎉

We’re thrilled to share that Albon Financial Planning is a finalist in the Business Breakthrough Award category at the Business Buzz National Awards 2026!

Being part of the Business Buzz community has given us so many opportunities to connect, build relationships and support other businesses. To have our own progress recognised feels very special.

A huge thank you to our team, our clients and everyone who has supported us along the way. 💙

We’re looking forward to celebrating with our fellow finalists at the Business Buzz Ball on 26th November. Congratulations to everyone shortlisted!

30/09/2026

A lovely opportunity to talk all things Albon and Letchworth! 🎙️

Rory recently caught up with Richard Harbon, BID Manager at Love Letchworth - BID, for Business Hour on Breathe Radio 📻 Letchworth, chatting about our work with individuals and businesses and our involvement in the local community.

From sponsoring the Letchworth 5K to supporting Letchworth Hockey Club, where Rory coaches the under-6s, we’re proud to play a part in a town that means so much to us. 💚

Thank you, Richard, for taking the time to visit. We’re looking forward to hearing the full interview!

28/09/2026

🏡 Could you qualify for a green mortgage?

Green mortgages are becoming an increasingly interesting option for people buying energy-efficient homes or looking to improve the energy performance of their property.

In our latest blog from Levi, we look at how green mortgages work, the role your EPC rating can play and what you should consider when comparing them with other mortgage options.

If you're buying, remortgaging or simply curious about whether your home could qualify, read the full article. ⬇️

Your home may be repossessed if you do not keep up repayments on your mortgage.

As energy efficiency becomes increasingly important for homeowners, green mortgages are becoming a popular option for buyers looking to make more

22/09/2026

Another fantastic client review for Rory! ⭐️⭐️⭐️⭐️⭐️

Buying a home can come with plenty of questions, especially when you’re navigating mortgages and transfers of equity at the same time.

We’re so pleased Rory could make the process feel straightforward for Tom, providing clear advice, guidance and support every step of the way.

Thank you, Tom, for the brilliant feedback!

15/09/2026

Getting a mortgage for the first time? 🏡

It can feel like a lot, but a little preparation goes a long way.

From understanding your budget to getting your finances in order, these simple tips will help you feel more confident as you get started.

And remember, you don’t have to do it alone. A mortgage adviser can guide you through your options and support you every step of the way. 💬

Approved by 2plan wealth management ltd on 27/08/2026

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.