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Andrew David Associates

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Andrew David Associates

We are a family business offering personalised face to face financial planning advice to individuals, families and businesses. James's Place.

We are a family run business offering personalised face to face financial planning advice to individuals, families and businesses. We offer the tactility of a small family office but with the strength and resources of a large FTSE100 company, St. By treating our clients as if they were family, it allows us to build long term client relationships based on trust; we pride ourselves on truly listenin

g to our clients to give quality advice designed to meet their most important wishes. We promise to deliver an ongoing service so we can adapt your plans as your circumstances change. The team has a wealth of experience that equips us to be able to deal with all the different stages in life. Given the inter-generational team we have at Andrew David Associates, we’re able to offer our service in the knowledge that we can deliver our offering with great continuity, knowing that you will maintain a relationship with us many years to come. We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support. SJP Approved 15/03/2023

08/01/2025

WeekWatch - 6 January 2025

What does 2025 have in store for markets?

Commenting on the last 12 months, Hetal Mehta, Head of Economic Research at SJP, said: “In a year peppered with many notable elections, the global economy was marked by heightened economic uncertainty in 2024. Despite concerns at the start of the year that restrictive monetary policy would weigh o...

31/12/2024

Five top tax-saving tips for 2025

Smarter moves when you’re saving and investing will help put you ahead of the curve. These are our five top tax-saving tips for 2025 to help you make the most of your money.

When it comes to managing your money, making short-term or last minute snap decisions can end up costing you more in late payments, lost interest or penalties. But getting your house in order and starting some regular savings and money management habits can make all the difference to your financial....

17/12/2024

WeekWatch -16 December 2024

New French Prime Minister faces same old problems.

French President Macron will be hoping not to find any unexpected political crises under the Christmas tree after he named François Bayrou as his new Prime Minister.

10/12/2024

WeekWatch - 9 December 2024

The 2024 news cycle has typically been dominated by the likes of the US and UK elections, or conflict in Ukraine and the Middle East. However, the year looks to be ending with a focus on developments in France and South Korea.

The 2024 news cycle has typically been dominated by the likes of the US and UK elections, or conflict in Ukraine and the Middle East. However, the year looks to be ending with a focus on developments in France and South Korea.

03/12/2024

WeekWatch - 2 December 2024

Tariffs for Thanksgiving and a potential French political crisis.

Last week saw Americans celebrate Thanksgiving and indulge in Black Friday, with the latter offering a potential litmus test on US retail confidence.

26/11/2024

WeekWatch - 25 November 2024

Geopolitical tensions simmer as new figures highlight the UK’s economic challenges.

Markets began the week analysing comments from Bank of Japan (BoJ) governor, Kazuo Ueda, who said Japan’s economy was progressing towards its inflation target on the back of rising wages and robust profits. Ueda acknowledged the external risks, such as president-elect Trump’s economic policy, bu...

19/11/2024

WeekWatch -18 November 2024

Market rally takes a breather as attention returns to inflation and interest rates.

After the previous week’s blizzard of political and economic news, markets had less to digest last week, with the focus largely on the latest US consumer inflation figures and what they might mean for interest rates.

After the previous week’s blizzard of political and economic news, markets had less to digest last week, with the focus largely on the latest US consumer inflation figures and what they might mean for interest rates.

12/11/2024

WeekWatch - 11 November 2024
US stocks surge, fuelled by Trump victory and rate cut

A US Federal Reserve rate-setting meeting would normally be top of the agenda for markets, but last week there was only one show in town.

After a divisive campaign full of twists and turns, Donald Trump’s US presidential election victory capped one of the most remarkable political comebacks. The oldest ever elected, Trump became only the second president in history to serve non-consecutive terms, and the first to have a criminal conviction.

A US Federal Reserve rate-setting meeting would normally be top of the agenda for markets, but last week there was only one show in town.

07/11/2024

US election: What does Trump's victory mean for markets?
6 November 2024

After a close fought race, Donald Trump is poised to become the 47th President of the United States. Here SJP’s investment team outlines their views on the market implications.

After a close fought race, Donald Trump is poised to become the 47th President of the United States. Looking at Trump’s campaign promises, as well as his actions during his last presidency in 2017, expectations are for reduced regulations across the board. Additionally, expectations are he will fo...

05/11/2024

WeekWatch - 4 November 2024

After the UK Budget but before the US election. The eye of the storm?

Last week, UK Chancellor Rachel Reeves took the opportunity to take centre stage and deliver her inaugural Budget, before focus turns to the US election this week.

Last week, UK Chancellor Rachel Reeves took the opportunity to take centre stage and deliver her inaugural Budget, before focus turns to the US election this Tuesday.

29/10/2024

WeekWatch - 28 October 2024

US winning streak ends in time for election.

US equities slipped last week as mixed corporate results and anticipation of the upcoming election tempered market sentiment.

US equities slipped last week as mixed corporate results and anticipation of the upcoming election tempered market sentiment.

Address

The Market House
Greencastle

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://andrewdavid.co.uk/

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