Resilient personal finances in the age of uncertainty

Event information

Geopolitical tensions, economic uncertainties and changing interest rate expectations have created significant market volatility over recent months. However, it’s not just the last two months that have been volatile. In just over five years we have experienced:

• Market falls and rises due to Covid-19 in March 2020.
• Equities and bonds falling in 2022 after the invasion of Ukraine.
• Significant market volatility in 2025 due to US tariff announcements.

Market swings can significantly affect investment portfolios and financial security. This environment highlights the importance of managing finances carefully. Join the investment and financial planning experts from Forvis Mazars to understand how you should be managing your finances in a volatile market.

Key benefits

• Understand the investment landscape and economic environment.
• Learn how volatility can be managed within investment portfolios.
• Getting practical insights on what you should be doing to manage your finances in this environment.

When you book your place you will be eligible for a free, no obligation financial planning consultation with Forvis Mazars Financial Planning.

About the speakers

James Robinson, Private Client Director, Forvis Mazars James is a Chartered and Certified Financial Planner and a Fellow of the Chartered Insurance Institute. His focus is building lasting relationships with clients, developing holistic plans to suit the varying needs of business owners and private individuals. His achievements have been recognised by the CISI, winning the 2022 awards for the CFP exam & case study. Citywire Magazine named him in the ‘Top 35 Next Generation Advisers’ 2017-2021.

James Hunter-Jones, Associate Director - Investment Management, Forvis Mazars James is an Associate Investment Director in the Forvis Mazars Investment Team. He is part of the Investment Committee, influencing investment decisions and the research agenda, and is responsible for the firm’s bespoke portfolios. He is often a spokesperson for Forvis Mazars portfolios both externally and in conversations with our clients. He has spent his entire career working directly with clients, advising on investments and investment strategy.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.