Top Financial Advisors’ Newsletters (UK) - 2021
This is an update on the 2020 article on the same topic. The article has also been enhanced with a short description of the finance company providing the newsletter.
Which financial advisors from the (UK) FT’s top 100 financial advisors 2020 (though I focus on the top 30 from this list) provide regular newsletters?
As investors in the UK, we all need access to the best financial news and updates to help us understand how world events may affect the market. We also want easy access to financial advice from the world’s top experts and to be updated expediently on changes to regulations and policies.
The firms high-lighted in BOLD are also listed in The New Model Adviser® top 100 list (2020), provided by Citywire (a London-based financial publishing and information group that provides news, information and insight for professional advisers and investors globally).
Company: Quilter
About: Quilter manage over £100 billion of investments on behalf of over 900,000 customers.
Newsletter: Client Newsletters
Summary: Designed to keep you informed about general updates in the financial sector that could affect you and your finances.
Company: Forrester Boyd Wealth
About: Forrester Boyd Wealth have over £600 million of client assets under their wing.
Newsletter: With You For Life
Summary: The newsletter is “packed full of informative and relevant financial news”.
Company: Mazars
About: Over 42000 professionals operating in over 90 countries.
Newsletter: Monthly Market Blueprint and Quarterly Investment Outlook
Summary: Quarterly and monthly updates to ensure you remain up to date with the changing markets and economic environment.
Company: 1825 (now Abrdn)
About: 1825 have decades of experience in financial planning and advice behind them, and are supported by specialists in investment, tax, pensions, wills, trusts and more.
Newsletter: Newsroom
Summary: Useful financial hints and tips
Company: Skerritts
About: One of the few firms in the South East United Kingdom to hold Chartered Financial Planning and Discretionary Investment Manager status
Newsletter: Monthly updates (sign up in the footer of the home page).
Summary: Financial advice and investment news
Company: Attivo Group
About: Chartered, Independent Financial Planners
Newsletter: Life Magazine
Summary: Provides information specifically tailored to support the advice you receive from your Financial Planner
Company: Lycetts Financial
About: One of the UK’s leading independently-operated insurance brokers who specialise in farm and estate insurance but also provide bespoke financial services, commercial and bloodstock insurance advice.
Newsletter: Lycetts Newsletter
Summary: Market Commentary and More
Company: Marsh Commercial
About: One of the UK’s leading commercial insurance brokers.
Newsletter: Industry Insights and Community News
Summary: Your one-stop-shop for the latest news and views. Covering insurance, employee benefits, risk management, and discuss risks faced by businesses and individuals.
Company: Handelsbanken Wealth
About: Handelsbanken Wealth were the joint top-scoring commercial bank in Global Finance’s ranking of the World’s Safest Banks in 2020 and have consistently strong, stable credit ratings.
Newsletter: Latest Thinking
Summary: Handelsbanken’s views on what’s happening in the world
Company: Advanta Wealth
About: Advanta Wealth offer clients a full range of hollistic planning services centred around the creation, protection and distribution of wealth.
Newsletter: Worth Knowing
Summary: The latest news from the specialists who make Advanta Wealth.
Company: NatWest Group
About: Providers of a comprehensive range of banking products and related financial services including current accounts, mortgages, personal unsecured lending and personal deposits.
Newsletter: News and Insights
Summary: Group News and Insights potentially influencing financial decisions.
Company: HFMC Wealth
About: HFMC is a boutique wealth planner, asset manager and employee benefits specialist.
Newsletter: The Wire
Summary: Unique content, created by The HFMC Wealth team, producing stimulating, current articles that “they hope are relevant to you”
Company: Greaves West & Ayre
About: A general accountancy practice with 13 partners and over 100 members of staff with experience across a wide range of services and sectors.
Newsletter: What’s New
Summary: Latest Practice News as well as sector specific and accountancy updates from across the UK.
Company: Lovewell Blake Financial Planning
About: With specialist teams covering the needs of particular professions and business sectors, we serve more than 10,000 businesses, private and charitable clients across a wide range of sectors throughout East Anglia and beyond.
Newsletter: News
Summary: Latest news from Lovewell Blake Financial Planning
Company: Fairstone
About: Incorporating one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services.
Newsletter: Intelligent Wealth
Summary: A bi-monthly magazine with articles covering a number of different topics to help readers grow and protect their wealth.
Company: HDA Chartered Financial Planners
About: Independent, Chartered financial planners in Cheltenham and Malvern.
Newsletter: HDA News
Summary: Informative and Helpful Articles
Subscribing to a variety of newsletters is one of the most effective ways to find the kind of financial and advisory content that suits you. You can readily unsubscribe from any which do not meet your needs. For example, if you are looking for news on a niche topic such as asymmetric risk/reward opportunities, then the newsletter from Capitalist Exploits might be the one for you.
