Ellora Wealth and Investments

SJP client Kay Skelton is a successful business owner and mother, who is embarking on a new stage in her life as a single parent. Her strong relationship with her SJP Partner Trevor is helping her feel confident about the future for her and her daughter. She and Trevor share their story of building trust over time and developing a long-lasting professional relationship. Read more: https://lnkd.in/eNTuHYvw #ClientStories #LongLastingProfessionalRelationship Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not indicative of future performance. The advice provided to Kay Skelton was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.

Both the S&P500 and the Dow Jones Industrial Average hit record highs, and posted 1.1% and 1.2% increases over the five days. This came despite US inflation coming in above expectations at 2.4%, narrowly beating the forecasts of 2.3% for September. That said, it still represented a slight drop on the 2.5% figure recorded in August. Read more: https://lnkd.in/e-2NNgvC #SP500 #USInflation

SJP client Nick Taylor has built up a profitable property portfolio – and thought that would eventually be his pension. His financial adviser, James, helped him see how proper pension planning and diversifying his assets could make a big difference to his future, and that of his two children. Nick believes that everyone should seek financial advice – so they can make their money work as hard as they do for their future. Read more: https://lnkd.in/eCinustZ #Diversifying #Future The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not indicative of future performance. The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation. The advice provided to Nick Taylor was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.

In the last ten years, Patrick McGrath, a client of St. James’s Place, and his team have doubled the turnover and workforce of one of the UK’s leading specialist wine agents, Hatch Mansfield. Now, Hatch Mansfield is poised for more success with the launch of its premium sparkling English wine – a joint venture with Taittinger. Patrick has been guided by his SJP Partner, John for over 13 years, building a relationship that’s made the financial welfare of his Hatch Mansfield team a business priority. Read more: https://lnkd.in/eVPstU_r #FinancialWelfare #Venture The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Trusts are not regulated by the Financial Conduct Authority The advice given to Patrick McGrath was provided after a full evaluation of his specific needs, circumstances and requirements and was correct at the time it was given. The solutions provided may not be suitable for everyone and the information provided here does not constitute advice.

Chinese and US markets overcame Middle Eastern geopolitical fears to post another positive week last week, although European and Japanese shares did not perform so well. The fears around Israel and Iran led to a rise in oil prices. Brent crude oil prices jumped 9.2% to $78.23 a barrel, the strongest weekly advance in nearly two years, as data showing ongoing low levels of global oil inventories pushed prices higher. Read more: https://lnkd.in/eTAdE-6G #China #US #Markets

My ex-husband and I had a very amicable divorce, but I wish I’d known that a 'good' divorce in financial terms is possible, too. I discovered there's a whole spectrum of money decisions to make on your own when you separate. And it would have been better if I’d talked to a financial expert to help with those decisions much sooner. Read more: https://lnkd.in/dzxFKmAy #Divorce #FinancialExpert

When Louise first took financial advice, it was with a view towards securing her family’s long-term future. She couldn’t have known how dramatically the shape of that future would soon change. In 2014, Louise and her husband, Andy, were in their mid-forties, with two young children and a desire for financial peace of mind. They sought guidance from their St. James’s Place Partner about paying for their children’s education, helping them out with weddings and first-home deposits when the time came, and the best way to deal with shares that Andy received when his employer went public. Read more: https://lnkd.in/eufZJfih #ClientStories #SJPWealth #FinancialPlanning

A mixed start to the week saw Asian markets suffer further fall out from the previous week’s US job numbers. The mood wasn’t helped by disappointing Chinese inflation data. Consumer prices rose in August at their fastest pace in six months as weather disruption hit food prices, while producer prices dropped further than forecast, reflecting fragile domestic demand and the underlying trend of a faltering economy. Read more: https://lnkd.in/eiVc6CjK #AsianMarkets #USJobNumbers #WeekWatch

When an elderly relative needs long-term care, it can be a difficult and stressful time for all concerned. And when you’re not sure how that care is going to be paid for, or how it might affect the family finances, it’s likely to add to the burden on everyone’s shoulders. This was the situation that Connor* and his mother Sarah* found themselves in. Sarah was 95 at the time, and they had come to the conclusion that she was no longer coping with living on her own at home. Read more: https://lnkd.in/eS-n25ib #ElderlyRelative #FamilyFinances #PeaceOfMind

For much of the post-COVID period, equity markets have been largely driven by strong returns from massive companies collectively dubbed ‘The Magnificent Seven,’ thanks to their excellent performance. However, since Nvidia’s recent annual results came in below some market expectations, this sector has struggled. Due to its scale and importance to the US market, this has brought down other indices, causing the S&P 500 and NASDAQ to struggle. Peter McLoughlin, Head of Research at Rowan Dartington, notes that September has historically not been a favourable month for the tech sector. Read more: https://lnkd.in/ecUN-xFe #WeekWatch #USMarket