Latest News

• ESG – How it is Transforming Wealth Management?

  3 days ago

  Sustainability is an important measure of a company’s credibility, whether the industry is food production, travel, or fashion. It has become increasingly relevant to the investment process, as companies aim to operate more ethically, and consumer appetite for sustainable investing has risen. [...]

• The Budget 2021 – All You Need to Know

  1 week ago

  Just over a month since the Budget, what does it mean for you? We have highlighted the key points to note, following Chancellor Rishi Sunak's announcement [...]

• Navigating Financial Protection and Divorce

  2 weeks ago

  Getting divorced is one of the most stressful life events you can experience. You need to consider living arrangements, splitting of assets, custody of children – and that’s before thinking about the emotional toll it can take. [...]

• A Guide to Estate Planning

  4 weeks ago

  A strong estate plan can help to reduce tax, protect your legacy, and ensure that more of your money passes to your loved ones. The decisions can be difficult, but once in place, your estate plan will make things easier for you and your family later in life. [...]

• A Short Guide to Life Insurance

  1 month ago

  In financial planning, we often have to prompt our clients to think about worst-case scenarios. This is not always a pleasant exercise, as no one likes to think about their own mortality or the loss of a partner. [...]

• Budget 2021 - What does it mean for you?

  1 month ago

  Delivering the Budget in Parliament on 3 March 2021, Chancellor of the Exchequer Rishi Sunak said, ‘This Budget meets the moment with a three-part plan to protect the jobs and livelihoods of the British people. [...]

• A Short Guide to Wills and Estate Planning

  1 month ago

  While no one likes to think about death or ill-health, a few simple decisions now can help you keep control of your assets and reduce stress for you and your loved ones later in life. [...]

• The Danger of Trying to Time the Market

  1 month ago

  The concept of buying low and selling high is well known. Achieving this consistently will inevitably result in profit. The ‘secret’ is knowing when to buy and sell. An investor may believe that a particular company is likely to do well following an event in the news. The consensus is that the share price will increase and that the investment will perform well if bought at the right time. [...]

• A Short Guide to Reducing Taxes in Retirement

  2 months ago

  Tax planning does not stop at retirement. When you have spent a lifetime working, it’s only natural to want to make the most of your hard-earned money. [...]

• 6 Key Pillars of a Financial Plan

  2 months ago

  Financial planning can be complex, and the best solution for one person often doesn’t work as well for someone else. It’s easy to become focused on investment returns, when really, this forms only part of the picture. [...]

• What the Brexit Deal Means for Pensions

  2 months ago

  The UK has been out of the EU since 31st January 2020, however it took almost a further year to reach agreement over a deal. While this has been a source of relief, there are some areas still to be finalised, and no guarantee that the terms agreed now will continue indefinitely. [...]

• Is Early Retirement Going to Have to Wait?

  2 months ago

  After the (more or less) steady market growth over the past five years, the recent volatility has come as a shock to many investors. The economy is cyclical, and downturns are a feature of investing. We have to assume they will occur, just as we understand that they are usually followed by a recovery, during which any losses are more than recouped. It’s impossible to predict the timings, but over a lifetime of investing, it’s reasonable to assume that short periods of volatility will be ironed out. [...]