Newsletters & Guides
Stay Informed with Manning Gee Investments
At Manning Gee Investments, we know that staying informed is key to making confident financial decisions. That’s why we produce a comprehensive quarterly newsletter, designed to keep our clients and readers up to date with the latest market trends, investment insights, and financial planning strategies.
Whether you’re in Bristol or anywhere in the UK, our newsletter offers a clear, independent view of the ever-changing financial landscape, helping you make decisions that support your long-term goals.
What You’ll Find in Our Quarterly Newsletter
Each edition is carefully curated by our team of financial planners and investment specialists to provide:
- Market Trends – Clear insights into global and UK economic shifts, and what they mean for your portfolio.
- Provider Performance Updates – Tracking how key providers are performing and how changes may impact your investments.
- Expert Financial Planning Analysis – Independent commentary from our advisers on opportunities, challenges, and strategies for building and protecting wealth.
We aim to make complex topics easy to understand so that you can apply them to your retirement planning, tax-efficient strategies, or investment approach.
How to Receive our Newsletter
Clients of Manning Gee Investments automatically receive the quarterly newsletter straight to their inbox. If you’re not yet a client, you can still read our recent editions online for free.
Latest Newsletters
| Quarter 1 2025 | The year began with optimism but quickly brought fresh challenges, from global trade tensions to climate-related risks. We explore why financial wellbeing is more important than ever in navigating uncertainty. | Read More |
| Quarter 2 2025 | Q2 2025 saw market volatility, with Asia and Emerging Markets leading gains. Our latest review covers key economic trends, climate and energy shifts, and why diversification beats market timing. We also share five essential retirement planning tips to help you grow, protect, and pass on wealth with confidence. | Read More |
| Quarter 3 2025 | This quarter, U.S. equities regained leadership, supported by the “Magnificent Seven,” while emerging markets continue to gain global influence. Inflation remains stubborn, geopolitics fragmented, and questions around AI and China dominate investor focus. We also review the draft rules on pensions and inheritance tax (IHT), explaining what changes may occur from 2027 and what these could mean for estate planning. The key message: avoid reacting to speculation, focus on long-term investing, and keep your financial plan aligned with your goals. | Read More |
| Quarter 4 2025 | Welcome to 2026. Rather than focusing on headlines and market noise, we believe good financial planning starts with clarity, confidence and understanding what really matters to you. This update shares reflections, client insights and practical ways to stay on track. | Read More |
| Quarter 1 2026 | 2026 has already reminded us that the unexpected can and will happen. Rather than reacting to headlines and short-term market movements, we believe good financial planning helps provide clarity, confidence and direction. In this update, we share reflections on recent events, alongside insights into financial education and how we are continuing to develop our approach to retirement planning. | Read More |
| Quarter 2 2026 | The first half of 2026 has brought sporting celebrations, political change and further shifts across global markets. While headlines can create uncertainty, we believe good financial planning helps keep attention on what matters most. In this update, we share our perspective on recent market events, progress with our Financial Education series and why long-term planning remains more valuable than reacting to speculation. | Read More |
Why Subscribe?
Our newsletter connects directly to our wider services in financial planning, retirement planning, investment management, and tax-efficient strategies. By staying up to date, you’ll be better prepared to make informed decisions and take proactive steps towards securing your financial future.
Guides
We produce regular guides to help with your journey. These are free to download:
| Financial Wellbeing | This whitepaper explores why financial wellbeing is more than just an add-on to financial planning, it is its foundation. | Read more |
| Retirement Planning | At Manning Gee Investments, we are passionate about financial planning at every stage of the retirement journey. In fact, we would argue that while it may not seem “cool” to think about retirement in your 20s, this is exactly when you should start. | Read more |
| Financial Planning | Financial planning has evolved far beyond selling products or managing investments. Today, it is a holistic process designed to help individuals and families align their money with their goals, protect what matters, and live with greater clarity and confidence. | Read more |
| Tax-Efficient Wealth Planning in a Changing Landscape | In a world of constant headlines and “tax hacks”, good tax planning isn’t about loopholes — it’s about structure. Our Q1 white paper explores how consistent use of allowances, long-term thinking and disciplined financial planning can deliver better outcomes over time. Rather than reacting to speculation, we focus on building resilient plans that adapt as rules and life circumstances change. Tax-efficient wealth planning works best when it is aligned to your goals, your family and your future. | Read more |
You might also find these useful
Financial Education → “Want to build on the basics? Explore our financial education hub”https://mgi-ifa.co.uk/financial-education/
Investment Process → “See how our investment thinking translates into real client portfolios”
Contact Us → “Like what you’ve read? Let’s talk about how we can help you personally”