Easter Sunday: a quiet moment after a chaotic quarter - IFA Magazine

Editor’s Note: Easter Sunday — a brief pause in a demanding year - Wealth DFM

As wealth managers, Easter Sunday doesn’t just mark a day of religious or seasonal significance. It’s one of the few moments in the calendar where things slow down and we can all reflect on what has been such an increasingly complex and fast-moving environment. The first quarter of the year has been anything but quiet. Markets have been volatile – even more volatile than usual – with correlations unpredictable and macro signals often conflicting…

Easter Sunday: a quiet moment after a chaotic quarter - IFA Magazine

Easter Sunday today offers us all a rare moment of calm—probably a very welcome pause after what’s been a particularly intense period for financial advisers – and all of us involved in financial services in whatever capacity. The run-up to tax year end is always demanding for advisers. Finalising ISA contributions, managing pension top-ups, and navigating EIS and VCT opportunities means long days and full diaries. It’s a crucial time for clients…