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5 excuses for not seeking financial advice, and why they’re wrong
Millions of people are missing out on financial advice that could help them reach their goals because of misconceptions, research finds. Speaking to a financial planner can help you organise your finances, understand the impact of your decisions, and make…
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Is £26,000 the secret to a happy retirement?
How much do you need to live the retirement lifestyle you want? It’s a question that’s on the mind of many people as they near their retirement date. Now research suggests that couples need an income of £26,000 to live…
Read moreGuide: The history of investing and what you can learn from the past
Investing has been around for centuries and the basics haven’t changed as much as you might think. Technology has changed how we invest, but some of the investment lessons from the past are just as relevant today as they were…
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Investment market update: May 2021
As countries around the world began to tentatively reopen businesses and lift Covid-19 restrictions, there are strong signs of growth and recovery. However, this has been tempered with concerns around inflation and long-term growth prospects. UK In May, the Bank…
Read more10 of the best UK beaches to relax on this summer
You don’t have to go abroad to find beautiful scenery. If you want to relax on a beach, heading to Spain or further afield is likely to come to mind first, but the UK is home to some incredible beaches…
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Scam awareness month: What you need to know to spot a pension scam
Have you ever been targeted by a scam? Fraudsters are becoming more sophisticated, and their scams can be hard to spot. This Scam Awareness Month, learning how to protect your pension could safeguard your retirement plans. According to…
Read moreInheritances left behind are growing – could you be affected by Inheritance Tax?
Inheritances are growing and becoming more important to household wealth, research finds. As the Inheritance Tax (IHT) thresholds are now frozen for five years, it’s essential those planning to leave money and other assets behind for loved ones consider the…
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Over 55s planning once in a lifetime experiences, but could finances hold back aspirations?
While the mantra might be “life begins at 40”, over 55s are planning to live their life to the fullest as Covid-19 restrictions lift. Retirement might be associated with taking it easy and putting your feet up, but over 55s…
Read moreRetiring in 2021? Planning is key as two-thirds risk depleting their pension savings
If you’re planning to retire this year, do you know how long your pension will last? Your pension savings will have an impact on the lifestyle you can afford and your financial security later in life. Yet, research indicates that…
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Investment market update: October 2020
In October, there were signs of economic recovery from the impact of Covid-19. However, over the month, many countries have reimposed restrictions and, in some cases, full lockdown, to stem the spread of the virus. As a result, it’s expected…
Read moreThe best National Trust gardens for a winter walk
The days are getting darker and chillier and you may have plans to stay inside where it’s cosy. But getting out and about can boost your mood, plus frost and beautiful winter-flowering plants mean a walk can be magical this…
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Revealed: the wellbeing and emotional impact of financial advice
It should come as no surprise that we believe financial advice adds real value to the lives of our clients. While the financial benefits of advice are often discussed, the value it can add in terms of wellbeing is sometimes…
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