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.

a child putting a 20 pence piece in a moneybox

Why a pension can be a useful way to save for your children or grandchildren

When you have children or grandchildren, it’s normal to want to be able to provide for their future in some … Continued

Why underestimating your life expectancy is dangerous for your bank balance

More than three quarters of 50-64-year-olds underestimate their life expectancy, according to research from Retirement Advantage. 78% of those asked, … Continued

Base rate rise boosts Premium Bond pay-outs

The Bank of England (BoE) decision to raise the base interest rate from 0.25% to 0.5% means that hopefully banks … Continued

Baby boomers resist taking financial advice – and lose £13,000 per year

Born between 1946 and 1964, baby boomers are currently preparing for, or settling into the early years of, retirement. With … Continued

How many types of ISA can you name? (Clue: You will need more than the fingers on one hand!)

Individual Savings Accounts (ISAs) have come a long way over the past 18 years, to the extent that there are … 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.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect the latest changes.

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