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  • Martin Lawrence
    06 December 2024 4 min

    December monthly investment update – Reflections on November 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence, takes a look into some of the UK and global events that took centre stage in November, and the plans for our funds in 2025.

    Financial planning Investments
    James Tothill profile
    03 December 2024 2 min

    James Tothill joins Wesleyan as an Investment Specialist

    Wesleyan has strengthened its Intermediaries team with the appointment of James Tothill to spearhead further With Profits Growth.

    Appointments Investments
    Martin Lawrence standing against map on wall
    13 November 2024 4 min

    November monthly investment update – Reflections on October 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence explores everything from the forthcoming US presidential election to the UK budget, and why UK interest rates may fall less in 2025.

    Financial planning Investments
    Martin Lawrence stood on office with a world map behind him
    07 October 2024 4 min

    October monthly investment update – Reflections on September 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence digs deeper into the belief that September can often be a ‘difficult’ month for investors, and when and where we might see further interest rates cuts globally before year end.

    Financial planning Investments
    Professional man at desk using laptop smiling
    04 October 2024 7 min

    2024 - Q3 market commentary

    After reaching record highs towards the end of the quarter, the global economy remains resilient. Read more in our market commentary.

    Markets Investments
    Professional man in office on tablet
    26 September 2024 4 min

    Smoothed operators: Why With Profits could be a win-win

    Find out why Wesleyan’s With Profits Growth Fund can be a solution for advisers, helping smooth clients’ anxieties and market volatilities.

    Investments
    Woman at desk with computer looking at papers
    17 September 2024 2 min

    Retirement income review prompts revisits to processes

    Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of Retirement Income Advice.

    Markets
    09 September 2024 5 min

    September investment update - Reflections on August 2024

    Our latest investment update looks at why data from the US caused global markets to tumble, while UK's economy appears to be holding its own.

    Financial planning Investments
    09 September 2024 4 min

    September market update - Reflections on August 2024

    Stock markets around the world rebound after fears of a US recession appear to be overstated. Read more in our market update.

    Financial planning Investments
    Martin Lawrence standing against map on wall
    13 August 2024 4 min

    August monthly investment update – Reflections on July 2024

    This latest investment update discusses elections, at home and abroad, and the effects on investment markets. Read more.

    Markets Investments
    Representative from Free at last and Morgan McKenzie on the land purchased by Wesleyan
    08 August 2024 2 min

    Disused land gets a new ‘lease of life’

    Wesleyan donates land to Free@Last, a charity using outdoor spaces to improve young people's lives in inner-city Birmingham.

    Lifestyle
    08 August 2024 5 min

    August monthly market update - Reflections on July 2024

    From UK's inflation to China's key interest rates cuts, find out more in this July market update.

    Investments
    25 July 2024 2 min

    3 year anniversary of With Profits Growth Fund on platform

    See the performance of our flagship With Profits Fund in the three years since it was brought to independent platforms.

    Investments
    Woman in meeting with laptop
    13 June 2024 4 min

    Wesleyan With Profits Fund first on abrdn Wrap

    Wesleyan’s With Profits Growth Fund is now available to advisers on abrdn’s Wrap platform.

    Investments
    FS tech awards winner logo
    25 April 2024 1 min

    Wesleyan wins FS Tech Innovation Award

    Wesleyan was awarded ‘Financial Sector Innovation of the Year’ at the FS Tech Awards 2024 after recognition for our Intermediary proposition.

    Investments
    • 1
    • 2
    Browse all articles
    Martin Lawrence
    06 December 2024 4 min

    December monthly investment update – Reflections on November 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence, takes a look into some of the UK and global events that took centre stage in November, and the plans for our funds in 2025.

    Financial planning Investments
    James Tothill profile
    03 December 2024 2 min

    James Tothill joins Wesleyan as an Investment Specialist

    Wesleyan has strengthened its Intermediaries team with the appointment of James Tothill to spearhead further With Profits Growth.

    Appointments Investments
    Martin Lawrence standing against map on wall
    13 November 2024 4 min

    November monthly investment update – Reflections on October 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence explores everything from the forthcoming US presidential election to the UK budget, and why UK interest rates may fall less in 2025.

    Financial planning Investments
    Martin Lawrence stood on office with a world map behind him
    07 October 2024 4 min

    October monthly investment update – Reflections on September 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence digs deeper into the belief that September can often be a ‘difficult’ month for investors, and when and where we might see further interest rates cuts globally before year end.

    Financial planning Investments
    Professional man at desk using laptop smiling
    04 October 2024 7 min

    2024 - Q3 market commentary

    After reaching record highs towards the end of the quarter, the global economy remains resilient. Read more in our market commentary.

    Markets Investments
    Professional man in office on tablet
    26 September 2024 4 min

    Smoothed operators: Why With Profits could be a win-win

    Find out why Wesleyan’s With Profits Growth Fund can be a solution for advisers, helping smooth clients’ anxieties and market volatilities.

    Investments
    Woman at desk with computer looking at papers
    17 September 2024 2 min

    Retirement income review prompts revisits to processes

    Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of Retirement Income Advice.

    Markets
    09 September 2024 5 min

    September investment update - Reflections on August 2024

    Our latest investment update looks at why data from the US caused global markets to tumble, while UK's economy appears to be holding its own.

    Financial planning Investments
    09 September 2024 4 min

    September market update - Reflections on August 2024

    Stock markets around the world rebound after fears of a US recession appear to be overstated. Read more in our market update.

    Financial planning Investments
    Martin Lawrence standing against map on wall
    13 August 2024 4 min

    August monthly investment update – Reflections on July 2024

    This latest investment update discusses elections, at home and abroad, and the effects on investment markets. Read more.

    Markets Investments
    Representative from Free at last and Morgan McKenzie on the land purchased by Wesleyan
    08 August 2024 2 min

    Disused land gets a new ‘lease of life’

    Wesleyan donates land to Free@Last, a charity using outdoor spaces to improve young people's lives in inner-city Birmingham.

    Lifestyle
    08 August 2024 5 min

    August monthly market update - Reflections on July 2024

    From UK's inflation to China's key interest rates cuts, find out more in this July market update.

    Investments
    25 July 2024 2 min

    3 year anniversary of With Profits Growth Fund on platform

    See the performance of our flagship With Profits Fund in the three years since it was brought to independent platforms.

    Investments
    Woman in meeting with laptop
    13 June 2024 4 min

    Wesleyan With Profits Fund first on abrdn Wrap

    Wesleyan’s With Profits Growth Fund is now available to advisers on abrdn’s Wrap platform.

    Investments
    FS tech awards winner logo
    25 April 2024 1 min

    Wesleyan wins FS Tech Innovation Award

    Wesleyan was awarded ‘Financial Sector Innovation of the Year’ at the FS Tech Awards 2024 after recognition for our Intermediary proposition.

    Investments
    • 1
    • 2

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