Insight, guidance and expertise

If you’d like to explore financial planning in a bit more depth, learn more about investment topics or get to grips with financial concepts that might be new to you, you’ll find everything you need here. Our blog articles bring together our insight, advice and some of the key industry knowledge we’ve acquired over the years.

 

If you’re looking for more information on something you don’t see here, just get in touch.

Be wary of Covid-19 email scams

Scandalous though it may sound, cyber-criminals are using the coronavirus crisis to prey on unsuspecting individuals.   Security experts have … Continued

How to avoid going stir-crazy during the coronavirus lockdown

The effects of the government enforced isolation period will be felt across the whole nation. It’s going to be difficult … Continued

Final countdown to the end of the tax year

You may have seen lots of literature already about the end of the tax year. But if you’ve not yet … Continued

Time to spring clean your finances

The daffodils and crocuses are beginning to appear, the trees are blossoming and the days are getting lighter. Spring is … Continued

It’s not about how much you have, but what you do with it…

The old cliché goes that ‘money can’t buy you happiness,’ but how true is that statement?   According to a … Continued

The link between human behaviour and investing

Financial planning… Isn’t that based on cold, hard facts and scientific reasoning? Surely feelings  and emotions don’t have much to … Continued

Key steps to maximise your allowances before the end of the tax year

The tax year will be coming to an end on 5th April. With that deadline in mind, we wanted to … Continued

New year, new decade, new approach to your finances?

You may have already made some New Year’s resolutions regarding healthy eating and exercise but could your finances do with … Continued

4 savvy tips when Christmas shopping

Christmas seems to come round earlier and earlier each year. Retailers start tempting ‘early gifters’ as soon as the Back … Continued

How the gender gap even affects children’s pensions

We’re familiar with the gender gap in pensions for adults but there is evidence that this actually starts much earlier … Continued

Back to 60 campaigners fight on

The campaigning group, Back to 60, has lost their fight at the High Court to seek redress for the inequality … Continued

The impact of climate change fears on ethical investing

As pressure mounts on governments and financial institutions to do more to combat climate change, the demand for ethical investment … Continued

The Help to Buy ISA deadline is looming

After 30th November 2019, potential first-time buyers will no longer be able to apply for a new Help to Buy … Continued

Would more people actually like to retire a little later?

This may seem a surprising suggestion. Surely most people are eagerly looking forward to early retirement, not thinking about postponing … Continued

How to find the right investment for you

In the wake of the Woodford debacle, there’s a lot of buzz around investments and the rationale for choosing them. So … Continued

8 places to visit this Autumn in the UK

With autumn pushing the heat of summer south across the equator, it’s time to strap on your wellies and get … Continued

How to stay safe online

As we venture further into this new digital age, the security of your personal data grows more and more important. … Continued

3 tips to avoiding inheritance tax

Benjamin Franklin famously said, ‘In this world nothing can be said to be certain except death and taxes’. And if … Continued

What is the open banking revolution?

Over a year and a half ago, a digital revolution introduced a new way for people to handle their money: … Continued

Financial Wellbeing

How is your financial wellbeing?   Increasingly, people are talking about financial wellbeing. But what does it actually mean?   … Continued

What does it take to retire early?

The idea of retiring in your 50s or even your 40s sounds like a pipe-dream to most, what with the … Continued

6 bad habits to avoid during retirement

Planning for retirement can be complicated, as anyone approaching the end of their working life will tell you. However, navigating … Continued

The UK is struggling to save; what are the implications?

A study found in 2018 that one in four adults have no savings. Many residents in the UK wish that … Continued

Why cruise holidays are booming for retirees

The cruise market offering has changed enormously in recent years, where once it was purely the domain of cabaret cheese … Continued

How safe are your savings?

With your capital tucked away in savings accounts, investments and mortgages, you’d assume that there is some kind of protection … Continued

A snapshot of average weekly household spending

In January, the Office for National Statistics (ONS) released their latest Family Spending Survey, revealing the intimate details of British … Continued

Time, not material goods, raises happiness

A new study has found that paying to free up your time is linked to increasing your level of happiness. … Continued

Data for sale: How to check your financial information isn’t being accessed online

We live in an age where more and more services are becoming available online, and where the process of signing … Continued

Children caring for parents and the impact on everyone’s wealth

A recent study carried out in the USA found that those caring for elderly parents are likely to experience additional … Continued

Is a personal referral the best way to choose a financial adviser?

You can spend your life working hard and following all the advice you pick up along the way. If you’re … Continued

What makes a resolution easier to keep?

The start of a new year brings with it many things, not least the tradition of setting resolutions in order … Continued

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The value of investments and the income from them can go down as well as up, so you could get back less than you invested. In the investment world, the past is not a reliable guide to the future.

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