news & updates

5 useful options that could protect family wealth while using equity release
Your home may be one of your largest assets. However, the wealth tied up in your property is usually inaccessible.

Fraudsters use crypto hype to scam investors out of more than £500,000 a day
Cryptoassets are not regulated financial products so please be aware that trading them carries a considerable amount of risk for

How ESG principles could fit into your long-term retirement strategy
When you’re investing for retirement, the time frame typically covers decades, and it could make sense to incorporate your values

Guide: 5 tips to help you manage your wealth in 2026
The start of a new year can be the perfect time to check in on your finances, set goals for

Guide: The money lessons your family could learn from board games this Christmas
There is perhaps no better time than the festive season to sit down and enjoy a favourite board game with

Your Autumn Budget update, and what it means for you
After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’ll

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