news & updates

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

5 ways financial planning could help you emotionally prepare for retirement
While financial challenges often come up when those nearing retirement are asked about their concerns, emotional obstacles could be just

Looking beyond the numbers when using a cashflow model
A cashflow model is a valuable tool that lets you understand how the value of your estate and individual assets

How to stop following the investment crowd and stick to your strategy
We’re only weeks into 2025, and it’s already been one filled with market volatility and uncertainty. At times like this,