news & updates

Top tips to help you avoid financial scams after the M&S data breach
You may have seen the recent headlines about Marks & Spencer (M&S) and the significant cyberattacks the retailer has been

The compounding effect: How it could boost or harm your finances
When a 1920s ad referred to compound interest as “the eighth wonder of the world”, the quote was left unattributed.

Essential estate planning steps that could protect young family members
When you’re creating an estate plan, there are a lot of areas you might need to include, from considering tax

Investment market update: April 2025
Once again, US president Donald Trump’s trade tariffs have affected investment markets throughout April 2025 and could have far-reaching implications

How to use an unexpected windfall to create long-term prosperity
If an unexpected lump sum lands in your bank account, you might be tempted to splash out and treat yourself.

Key financial planning challenges couples face and how we could solve them
When you’re creating a financial plan as a couple, you might encounter some challenges, such as difficulty talking about money or conflicting goals. Working with a financial planner could help you navigate these obstacles to get the most out of your joint assets.

Financial protection: The key options that could protect your lifestyle and family
Financial protection could provide you with a cash boost when you need it most, and there’s more than one type

Does money make us happy?
This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones

Guide: How financial planning could help you answer essential “what if?” questions
Financial planning is all about helping you to reach your life goals. Ultimately, the objective is for your wealth to

Guide: The home movers guide to mortgages
Whether you’re just exploring your options or already have a property earmarked for your next move, there are some important

The cryptocurrency basics you need to know before you consider investing
Even if you’ve never considered investing in cryptocurrency, also known as “cryptoassets”, the chances are, you’ve heard of the term.

State Pension: Everything you need to know in 2025/26
For many pensioners, the State Pension provides a foundation to build their retirement income. Whether you’re already claiming the State