Portland Financial Planning Ltd

Scam Warning:❗️❗️ We had a long-time client ring us this morning, asking if it was us who had just rung him, but we hadn't. He said the caller was a South African lady and sounded like she was in a call centre.

If you do get a call from someone claiming to be us, please make a note of the number so we can have our phone provider block it.

US tariffs update from Tatton

Trump’s April 2nd tariff “Liberation Day” has now come and gone, and the initial market reaction was both significant and expected.
The impact of tariffs had already been priced in by markets to some degree over the past weeks. Nevertheless, we are seeing US futures point down and European stocks sell off somewhat this morning. Notably, stock reactions in Asia, which is most affected by the tariffs, have been fairly muted. The fixed income market has also reacted, with government bond values rising as the US 10-year government bond yield is coming down. This reaction reflects the market's ongoing struggle to assess the implications of tariffs on trade, domestic jobs, and tax revenue.
We encourage investors to remain calm and trust that our steady and measured approach will once again be the most appropriate approach to weather these fluctuations and continue to meet our investment objectives. We are actively engaging internally and with our selected fund managers to ensure portfolios remain positioned to mitigate the risks and take advantage of opportunities.
We will be releasing a video later today addressing the market reaction and our thinking. This will also be followed by the Tatton Weekly tomorrow.

News and Blogs - Tatton Investment Management Tatton WeeklyTariff ‘stick’ to be followed by ‘fiscal’ carrot? 28 March 2025 Read this updateAs most of us are aware, markets have recently been taking one step forward, one step back and this week was no different. Equity markets started with a bit of positivity amid talk that Trump’s Apr...

This is extremely positive to hear as Tatton Investment Managers are our choice for fund management and it supports our reasons for using them to manage our client's money for the last 6 years. Excellent service, well-run portfolios to suit our client needs and quality literature.
Well done Tatton 😀👏

Tatton comes out on top as advisers pick their favourite DFMs After the introduction of consumer duty advisers’ satisfaction in the quality of literature of their discretionary fund managers dropped significantly.

UPDATE. The issue appears to be fixed and we are fully contactable again.

We are having an issue with intermittent internet and phonelines. We expect it to be fixed in the next 24-48hrs.
Please bear with us.

Hannah and Ben

Before you cancel your life insurance policy, read this!

Thinking of cancelling your life insurance policy? It’s essential to make informed decisions when it comes to your financial future. Our insightful article outlines some of the things you should consider before making any moves.

Read more: https://www.royallondon.com/articles-guides/life-insurance/before-you-cancel-your-life-insurance-policy-with-royal-london/

https://www.ftadviser.com/fca/2023/04/20/fca-agrees-235mn-payout-with-link-after-woodford-probe/?page=1

Finally, some positive news for anyone affected by the closure of the LF Equity Income fund.

FCA agrees £235mn payout with Link after Woodford probe Investors in the Woodford Equity Income fund are to receive redress nearly four years after the fund’s suspension.