news & updates

Guide: 5 enduring money lessons you can discover in Jane Austen’s novels
In life, the finest wisdom often comes from the most unexpected places. So, you may be surprised to learn that

Investment market update: October 2025
October 2025 proved to be a positive month for many investors, with markets reaching record highs. Read on to find

5 ways to use your property wealth to help first-time buyers
As property prices have risen at a faster pace than wages over the last few years, first-time buyers are finding

The difficult but important estate planning conversations to have with your family
An estate plan sets out how you’d like your assets to be managed and distributed during your life and when

How financial planning could give you the confidence to spend more
The importance of saving is drummed into us from a very early age. As a child, for example, you may

Why successful investing starts with your mindset, not the markets
What’s the most important factor affecting the performance of your investments? Your mind might jump to the ups and downs

Phasing into retirement: The emotional and financial benefits
Last month, you read about how retirement is changing, with almost half of workers aged over 50 exploring phasing into

Guide: Everything you need to know about the State Pension
Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after

Guide: Revealed: The value of financial planning
Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want.

8 ways to be a positive influence on your grandchildren
As a grandparent, you hold a uniquely cherished role in a child’s life, offering a blend of love, wisdom, and

Think cash is king? It might be time to review your mantra
Cash can be comforting. It’s familiar, it’s accessible, and it’s tangible. But while cash savings can be part of a

The decumulation dilemmas you might need to overcome when you retire
One of the retirement challenges many people face is how to handle wealth decumulation. During your working life, you’re typically