ICR086 - Financial Planning Week & Investment Market Outlook

In this episode of Informed Choice Radio, Martin talks about Financial Planning Week 2016 and we get an investment market outlook from Kevin O'Nolan, a portfolio manager at Fidelity Worldwide Investment.

There is also a roundup of the latest personal finance news and an update from the world of Informed Choice.

Financial Planning Week & Investment Market Outlook

In this episode of Informed Choice Radio, it’s Financial Planning Week 2016 and we get an investment market outlook from Fidelity Worldwide Investment.

Martin was a guest on the Morning Money show on Share Radio very early on Monday morning, at the start of Financial Planning Week 2016.

He shares a recording of the interview with Share Radio presenters Nigel Cassidy & Emma Wall during which he talks about the value of Financial Planning.

Also in this episode of Informed Choice Radio is an investment market outlook from Kevin O'Nolan, a portfolio manager at Fidelity Worldwide Investment.

Kevin joined Fidelity Solutions in 2008, and is Portfolio Manager across a number of multi asset strategies. During his time at Fidelity Solutions Kevin has been instrumental in the development of their Tactical Asset Allocation capabilities.

Martin asked Kevin for his general outlook before chatting about how this has changed over the past year, how much of an influence the EU Referendum is having on markets, and whether commodities are now staging a recovery.

Personal finance news update

-Chartered surveyors are predicting a short-term fall in UK house prices, prompted by the EU Referendum and a cooling down of the housing market following the stamp duty increase on second homes in April.

-You can now buy gold bars from The Royal Mint to hold within your pension fund.

-A new survey for The Times has found that a third of middle-class families would need to borrow money in order to pay an unexpected bill of £500.

-European political leaders need to do more to reform their economies to create more jobs, as part of an effort to save the region from its ageing crisis.

-Concerns have been raised by The Treasury Committee about the extra burden placed on small businesses by ‘Making Tax Digital’.

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Martin and Informed Choice

Martin Bamford is a Chartered Financial Planner, Chartered Wealth Manager and SOLLA Accredited Later Life Adviser. As Managing Director of Informed Choice, the award-winning firm of Chartered Financial Planners in Surrey, he is responsible for nearly £200m of client assets.

Martin is the author of several bestselling personal finance books and produced his first feature-length documentary in 2014, about the post-war Baby Boomer generation in retirement.

“Bamford excels at making even the dullest topics interesting” – Pensions Management

Visit www.icfp.co.uk to find out more about Informed Choice, or follow us on Twitter at www.twitter.com/informedchoice.