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Date: Thu, 30 Jul 2026 11:43:10 +0100
From: Wren Sterling <marketing@wrensterling.com>
Reply-To: marketing@wrensterling.com
To: neil@itpartnership.com
Message-ID: <1785408179829.b530be56-1b3d-482d-8d59-75ab73680f37@bf05x.hubspotemail.net>
Subject: Reviewing a "better than good" quarter for markets & what is
"Burnhamomics"?
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Plus when do you need an accountant or a financial planner?
Welcome to Wren Sterling's
July Newsletter
A "better than good" quarter for Markets
Corporate profits stole the show in the April - June quarter against a back=
drop of subdued consumer confidence and Rory McPherson, Chief Investment Of=
ficer at Magnus digs into the main reasons why.
Read Rory's article
(https://c-zLd04.na1.hubspotlinks.com/Ctc/UA+113/c-zLd04/VWMxgv37WkvsW1GVqr=
c6ghsQpW20x2Jc5S5ctnN4gTlKl3pyd0W7lCdLW6lZ3kYVpqBgR2VZ0MNV2gl0S5zk2P4W2NbHH=
65yQ11NW7tY45x2nMVmRN2ZqgrM1hpNjV8k1Zk1hn9nWW4fK1vP6lzPDTN6qGZ9g6VBvNW8xNRz=
d9jghYmW6Gg1h_4SQzgTW5rP_9t3M9nKWW4nR-8g99lW9zW9hqY8M1q21jMW8MxVWT4gNs5TW2N=
FkJb3LtFrDW7tlNpg1vkC64W4XB0XL6XLqm5N6jjF_ZbGXPYW2GhVpQ2y22LcW8J2KRw3wqC4CW=
5sNtnY5WCQryN8qdwbSX8xcxW3G4FW49hBl8gW8c_ZQ01TyNKGf8bw4nj04 )
Burnhamomics
He swept to power, but what do Andy Burnham's public statements and his his=
torical policy leanings mean for financial planning clients?
Read more
(https://c-zLd04.na1.hubspotlinks.com/Ctc/UA+113/c-zLd04/VWMxgv37WkvsW1GVqr=
c6ghsQpW20x2Jc5S5ctnN4gTlKY3pyd0W8wLKSR6lZ3nlW52TlrJ94DL2TW8WLvRZ9gXrfpW77B=
hJJ2d9C6qW5y_8W75TdGTPW19J0vc7BJhmKVxN4T67fVKKLW262yyX4ZsrVbW4vWYvC7ffRbrW6=
8n25X8k0fYNW7wCbjR3ZFQpFVN3k6P3QZRqhW7J-x257bMNXtW7sx0qK60qfm-W5YGrmQ1tYT4T=
V688vv2Y5QcQW7q__d_1nQv8GW4ZgW9c1D4VzKW3Wc3gR4lf_HdW2zvWzd96NyFsW59k0n_3yyj=
BbW4M0wtp4PwD_4W9h3KyG7tyHMMVJcjSm69CgGsW5Y_DZL7Ht0tSW7rkMbk1Z1Y07W7jLqGs8w=
2jLCW8DVsVm7Dx0yqW90PsLL4LvwXyf7Pxd2404 )
When do you need an accountant?
Stuart Maddocks, an Independent Financial Adviser in our Newcastle-under-Ly=
me office built his career on strong relationships with accountants and the=
ir clients: "An Accountant can give you the facts. Financial Advice can hel=
p you decide what comes next."
Accountant or Financial Planner?
(https://c-zLd04.na1.hubspotlinks.com/Ctc/UA+113/c-zLd04/VWMxgv37WkvsW1GVqr=
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<title>Reviewing a "better than good" quarter for markets & what =
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module-2-1-0" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_=
type_module" style=3D"color: inherit; font-size: inherit; line-height: inhe=
rit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div =
id=3D"hs_cos_wrapper_module-2-1-0_" class=3D"hs_cos_wrapper hs_cos_wrapper_=
widget hs_cos_wrapper_type_rich_text" style=3D"color: inherit; font-size: i=
nherit; line-height: inherit;" data-hs-cos-general-type=3D"widget" data-hs-=
cos-type=3D"rich_text"><h3 style=3D"margin:0; font-size:22px; line-height:1=
25%; font-weight:normal"><span style=3D"color: #ffffff; font-family: Lato, =
Tahoma, sans-serif; font-weight: 400;">A "better than good" quarter for Mar=
kets</span></h3></div></div></td></tr></tbody></table>
<table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:Helvetica, Arial, sans-serif; font-size:15px; color:#5e5e5e; word=
-break:break-word; padding:10px 40px 0px 20px"><div id=3D"hs_cos_wrapper_mo=
dule-2-1-1" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_ty=
pe_module" style=3D"color: inherit; font-size: inherit; line-height: inheri=
t;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div id=
=3D"hs_cos_wrapper_module-2-1-1_" class=3D"hs_cos_wrapper hs_cos_wrapper_wi=
dget hs_cos_wrapper_type_rich_text" style=3D"color: inherit; font-size: inh=
erit; line-height: inherit;" data-hs-cos-general-type=3D"widget" data-hs-co=
s-type=3D"rich_text"><p style=3D"line-height:150%"><span style=3D"color: #f=
fffff; font-family: Helvetica, Arial, sans-serif; font-weight: 400;">Corpor=
ate profits stole the show in the April - June quarter against a backdrop o=
f subdued consumer confidence and Rory McPherson, Chief Investment Officer =
at Magnus digs into the main reasons why.</span></p></div></div></td></tr><=
/tbody></table>
<table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:Helvetica, Arial, sans-serif; font-size:15px; color:#5e5e5e; word=
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dule_17768642229591" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_w=
rapper_type_module" style=3D"color: inherit; font-size: inherit; line-heigh=
t: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module=
"><table align=3D"left" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" ro=
le=3D"presentation" style=3D"border-collapse:separate!important">
<tbody><tr>
<td align=3D"center" valign=3D"middle" bgcolor=3D"#e0eeed" style=3D"f=
ont-family:Helvetica, Arial, sans-serif; font-size:15px; color:#5e5e5e; wor=
d-break:break-word; border-radius:3px; cursor:auto; background-color:#e0eee=
d; border:1px solid #000000; box-sizing:border-box; mso-padding-alt:8px 18p=
x">
<a href=3D"https://c-zLd04.na1.hubspotlinks.com/Ctc/UA+113/c-zLd04/=
VWMxgv37WkvsW1GVqrc6ghsQpW20x2Jc5S5ctnN4gTlKF3qn9qW7Y8-PT6lZ3pTN3FR4T7gM2n_=
W80ddgk5B0FlYW5LnLvM40kx-1W580rsb1N9hxmW5xJQhZ2cNQlZW4Tv5Ck83Y7D6W7gGRVq1hm=
xjVW2_3n966hCqW6W58Bc2x82B8vSW8FLNYv44ZQdYW3ppsmG2R3H2mW86t7rr3wXd_xW1BJHXw=
8YCbVlVym3BK2KMJ_7W6GG5MZ2sQLQVW3KRZJB8csy-mW30B8FD1K1PyGW8z5-Wy2LQCfDW2S05=
4c7_fx1bW1n95M64c2LxXW3qWhDP1c2rBFW46R-FJ21DKY6W7hqQkv1kvm9NN7wkqhDM4nxFW41=
mMSQ4BqJVwW7Hc0Rz33BtDYf3d5M4W04" target=3D"_blank" style=3D"color:#00a4bd;=
font-size:14px; font-family:Helvetica,Arial,sans-serif; Margin:0; text-tra=
nsform:none; text-decoration:none; padding:8px 18px; display:block" data-hs=
-link-id=3D"0" data-hs-link-id-v2=3D"0f2ygnKA">
<strong style=3D"color:#053333;font-weight:bold;text-decoration:n=
one;font-style:normal;">Read Rory's article</strong>
</a>
</td>
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ord-break:break-word; padding:0px 40px 0px 20px"><div id=3D"hs_cos_wrapper_=
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ght: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"modu=
le"><div id=3D"hs_cos_wrapper_module_17615710540462_" class=3D"hs_cos_wrapp=
er hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inh=
erit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=
=3D"widget" data-hs-cos-type=3D"rich_text"><div data-selenium=3D"module-mod=
ule-3-0-0" data-module-wrapper=3D"true" style=3D"line-height:175%">
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<h3 style=3D"margin:0; font-size:22px; line-height:125%"><span style=3D"col=
or: #ffffff; font-family: Lato, Tahoma, sans-serif; font-weight: 400;">Burn=
hamomics</span></h3>
</div>
</div>
</div>
</div>
</div></div></div></td></tr></tbody></table>
<table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:Helvetica, Arial, sans-serif; font-size:15px; color:#5e5e5e; word=
-break:break-word; padding:10px 40px 0px 20px"><div id=3D"hs_cos_wrapper_mo=
dule_17615710540463" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_w=
rapper_type_module" style=3D"color: inherit; font-size: inherit; line-heigh=
t: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module=
"><div id=3D"hs_cos_wrapper_module_17615710540463_" class=3D"hs_cos_wrapper=
hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inher=
it; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"=
widget" data-hs-cos-type=3D"rich_text"><p style=3D"line-height:150%"><span =
style=3D"color: #ffffff; font-family: Helvetica, Arial, sans-serif;"><span =
style=3D"font-weight: 400;">He swept to power, but what do Andy Burnham's p=
ublic statements and his historical policy leanings mean for financial plan=
ning clients?</span> </span></p>
<ul style=3D"line-height:175%"></ul></div></div></td></tr></tbody></table>
<table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:Helvetica, Arial, sans-serif; font-size:15px; color:#5e5e5e; word=
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ule_17615710540464" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wr=
apper_type_module" style=3D"color: inherit; font-size: inherit; line-height=
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><table align=3D"left" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" rol=
e=3D"presentation" style=3D"border-collapse:separate!important">
<tbody><tr>
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ont-family:Helvetica, Arial, sans-serif; font-size:15px; color:#5e5e5e; wor=
d-break:break-word; border-radius:3px; cursor:auto; background-color:#05333=
3; border:1px solid #000000; box-sizing:border-box; mso-padding-alt:8px 18p=
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<a href=3D"https://c-zLd04.na1.hubspotlinks.com/Ctc/UA+113/c-zLd04/=
VWMxgv37WkvsW1GVqrc6ghsQpW20x2Jc5S5ctnN4gTlLd3qn9qW95jsWP6lZ3ldW2QmbyJ1ysmF=
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6M5fnqW6SjBk36Cy5DqW3jvWR16sNTW5W2nNJ9J5dYdwpN2vdDs86Kd6JW3b8D5d1zPzxpW17Fq=
0G3QDDSPW6JJ1F_2mypMKW4y38pL4LYG6zW3_Rdk81-TDstW76myB23qKYvnW7ZTCJJ5G8Tj_W4=
wmbTF31nGDjW2w6DNJ5-jJlRW72LZLC4jyjDZW2fmgq46TRZ9VN51h-QnKKp2mW8TLnt38Ltpdz=
f2Cb8KR04" target=3D"_blank" style=3D"color:#00a4bd; font-size:14px; font-f=
amily:Helvetica,Arial,sans-serif; Margin:0; text-transform:none; text-decor=
ation:none; padding:8px 18px; display:block" data-hs-link-id=3D"0" data-hs-=
link-id-v2=3D"QfbzDuhW">
<strong style=3D"color:#ffffff;font-weight:bold;text-decoration:n=
one;font-style:normal;">Read more</strong>
</a>
</td>
</tr>
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ord-break:break-word; padding:10px 40px 25px"><div id=3D"hs_cos_wrapper_mod=
ule_17794639095611" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wr=
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hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inheri=
t; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"w=
idget" data-hs-cos-type=3D"rich_text"><h2 style=3D"margin:0; font-family:Me=
rriweather, Georgia, sans-serif; color:#181818; line-height:125%; text-alig=
n:left; font-size:22px" align=3D"left"><span style=3D"color: #053333; font-=
family: Lato, Tahoma, sans-serif; font-weight: 400;">When do you need an ac=
countant?</span></h2>
<p style=3D"line-height:125%; text-align:left" align=3D"left"> </p>
<p style=3D"line-height:150%; text-align:left" align=3D"left"><span style=
=3D"color: #053333; font-family: Helvetica, Arial, sans-serif; font-weight:=
400;">Stuart Maddocks, an Independent Financial Adviser in our Newcastle-u=
nder-Lyme office built his career on strong relationships with accountants =
and their clients: "An Accountant can give you the facts. Financial Ad=
vice can help you decide what comes next."</span></p></div></div></td></tr>=
</tbody></table>
<table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:Helvetica, Arial, sans-serif; font-size:15px; color:#5e5e5e; word=
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639095612" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_typ=
e_module" style=3D"color: inherit; font-size: inherit; line-height: inherit=
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lign=3D"left" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" role=3D"pres=
entation" style=3D"border-collapse:separate!important">
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<td align=3D"center" valign=3D"middle" bgcolor=3D"#053333" style=3D"f=
ont-family:Helvetica, Arial, sans-serif; font-size:15px; color:#5e5e5e; wor=
d-break:break-word; border-radius:3px; cursor:auto; background-color:#05333=
3; mso-padding-alt:8px 18px">
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JN4QrFfNc0cyGVj-f7F6JbZTMW6WTQr07PMV40W8RfFxl4nWfPMW1nz4d-2cqg3bW3V7vWJ8byt=
dPN1PtGm3wLXNsMM4-6rDDCBrW5Jpt6g7-37J5W7GbfBB57vX0RW4rLvGx5TkB7bV4PWWY783JR=
vVvzWN27K-bRQW1r4Z446jsVpcW16Q8CR75shrmN668bBhWvjKXW7ycsvn6spl7VW7PRZhL5_Ld=
6nW266spj5XVCFmW6TWw4h7L6FfXV-mfc37TRPhKW6MM-pT3R-55tW21qdxb5hqjbXW8lTJJJ3K=
4P0-W8sMVwS6JqlswW8Smkq_1QhXPZW7m-FGD18sC5wW7vY52n7NCdyTW22-xwz4Chs5Zd1dXST=
04" target=3D"_blank" style=3D"color:#00a4bd; font-size:15px; font-family:H=
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one; padding:8px 18px; display:block" data-hs-link-id=3D"0" data-hs-link-id=
-v2=3D"I1xVKGjQ">
<strong style=3D"color:#ffffff;font-weight:bold;text-decoration:n=
one;font-style:normal;">Accountant or Financial Planner?</strong>
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=20
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