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The Bottom Line

By Morgan Williams & Co.
20/01/2021
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Morgan Williams & Co. joins the Financial Vulnerability Task Force

Morgan Williams & Co. has become one of the first supporters of the Financial Vulnerabilty Task Force, in doing so, we have committed to uphold 9 Key Principles, further demonstrating our ongoing commitment to our clients and the advice community. What is the Financial Vulnerability Taskforce?The Financial Vulnerability Taskforce is a newly created independent and...
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05/01/2021
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Worrying about saving enough for retirement is more common than you may think.

Determining how much you need to save for the retirement you want can be difficult enough without actually having to save the money. Your requirements and desires will change over time in the same way that your income is likely to fluctuate. You can’t be expected to know exactly what you’ll need in 5 years...
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05/01/2021
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January Market Commentary

2020 has been a year like no other, and yet – as we will see below – the majority of world stock markets have enjoyed a good year. It was also a good year for Joe Biden, who defeated Donald Trump in November’s Presidential election, and for supporters of Brexit.  Finally, some 4½ years after...
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04/01/2021
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4 Financial New Year’s Resolutions for 2021

The beginning of a new year is a great opportunity to get on top of some of the tasks you’ve been putting off for a while. For some people that means a good detox after a Christmas cake binge, picking up the exercise routine that didn’t quite make it out of last february, or committing...
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18/12/2020
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Two Morgan Williams & Co. Advisers Feature in the Top 35 “Next Generation Planners” 2020

We are delighted to announce that James and Daniel have been featured in the 2020 Top 35 “Next Generation Advisers” by Citywire. Each year 35 of the UK’s brightest talent are featured on the prestigious list. We would firstly like to congratulate them on their achievements over recent years. We are also pleased that the...
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07/12/2020
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What a difference, a Penguin makes.

Is it really THAT time of the year again? We always know when it’s December at Morgan Williams & Co. because Alice has lit up our windows with festive cheer. We may be biased but we think, once again, she has done a fantastic job. Whilst the office is currently closed, we regularly drive past...
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03/12/2020
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Unemployment brings new career challenges for over 50s

As the furlough scheme draws to a close, there are reportedly around 377,000 older workers who are at risk of losing their employment, according to the Centre for Ageing Better and the Learning and Work Institute. That constitutes one in ten male, and eight in ten female workers in their 50s and 60s who will...
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christmas shopping
03/12/2020
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December Market Commentary

Is the end of November a time to celebrate? All the stock markets we cover in the Bulletin made significant gains in the month; the UK’s second national lockdown ends this week and, as we write, Christmas is a little over three weeks away.  Or is the glass half-empty? We’re going to come out of...
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Sticky Post
02/12/2020
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COVID-19 (Coronavirus) Statement

Given the situation with COVID-19 (Coronavirus), Morgan Williams & Co. wanted to let clients know our current position and preparations. In March we set ourselves an objective: to provide you with the same standard of service whatever COVID-19 throws at us, whilst keeping our staff and customers safe. We are extremely proud of what our...
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