News

Search articles

Budget 2021 – The winners and losers

A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While his £30 billion package sounded significant, it’s a sum that has paled into insignificance over the last 12 months as the chancellor…

Read more

Your 2021 Budget summary

On Wednesday 3 March, Rishi Sunak delivered his second Budget as chancellor. The Budget outlines the state of the economy and the government’s spending plans. The World Health Organization declared Covid-19 a pandemic on 11 March 2020, the same date…

Read more

Guide: Behavioural biases, and how they affect your financial decisions

Our latest guide is in partnership with Neil Bage, founder of Be-IQ, a fintech company focused on behavioural insights. The guide gives a fascinating overview of how our behavioural biases can affect the decisions we make. It could help you…

Read more

Investment market update: January 2021

As we start 2021, there are reasons to be optimistic and some of this is showing in market movements. However, there are still obstacles which could have an impact on investments in the coming months. The International Monetary Fund has…

Read more

International Day of Happiness: 5 reasons to be optimistic

Saturday 20 March is the International Day of Happiness. After the challenges of 2020, we could all use something to make us feel a little more cheerful. Yet, despite doom and gloom dominating the headlines, there are reasons to be…

Read more

43% of savers and investors don’t know where to find advice

We know that financial advice can change lives and help people achieve their goals. Yet, research from network Openwork found that more than two in five people don’t know how to access advice. It could mean they’re…

Read more

2 top reasons why you shouldn’t just follow exciting investment fads

How many times have you heard or read about a particular stock that you should invest in? It can be tempting to follow exciting investment fads, but there are reasons why you shouldn’t. From speaking to a friend that’s made…

Read more

Thousands will run out of money in retirement, will you?

Saving into a pension and accessing it comes with a lot of challenges as you need to think about how much income you need throughout retirement. Research from the People’s Pension suggests that looking at the bigger…

Read more

6 tax allowances to use before 5 April 2021 to boost your finances

The current 2020/21 tax year will end on 5 April 2021. As a new year starts, many allowances reset. For some, it will be your last opportunity to use them. Using these six allowances before the deadline can help you…

Read more

Investment market update: December 2020

2020 was a year marked by volatility and uncertainty. With everything that was going on, you might think that investors finished the year with losses. Yet, world markets ended the year almost 13% up. It’s a reminder that while short-term…

Read more

10 motivational books to help you get the most out of 2021

What are your plans for 2021? Staying motivated when you’re working towards a goal can be challenging for everyone, but these ten books can provide a boost when you need it most. 1. Steve Jobs by Walter Isaacson You…

Read more

Financial health check: How do you score?

How do you rate your financial security? When you think about your financial situation, what defines it as ‘healthy’? For 77% of Brits, financial success is having the financial freedom to do what they want without worrying, according to research…

Read more

Get in touch

ADDRESS

Unit 6
37 Old Parsonage Lane
Hoton
Loughborough
Leicestershire
LE12 5SG