Beware the scammers

Spotting a scam

The prudence of perseverance in investing

Maintaining an investment stance focussed on the potential for long-term growth.

Investment Market update: May 2025

After Donald Trump announced sweeping trade tariffs on “Liberation Day”, find out how markets performed in April 2025.

New to ISAs?

Some pointers to get you started

Investment Market update: March 2025

With inflation remaining high in several regions and sluggish economic growth across the board, find out how markets performed in February 2025.

Offshore Bonds

Offshore bonds are a tax-efficient way to invest money over the medium to long term (usually five years or more).

The Importance of a Financial Roadmap and Plan

A well-defined financial roadmap and plan could be an essential part of the journey toward financial stability and success.

Investment Market update: February 2025

Markets broadly performed well in January, but inflation continued to rise in several regions and economic growth remained slow overall.

Investment Market update: January 2025

With inflation rising in several regions, find out how markets performed at the end of the year and throughout 2024.

Financial steps new parents should take

Becoming a parent for the first time is exciting, unpredictable, and maybe a little daunting.

Tax Year-End Considerations 2025

Making full use of tax planning opportunities

Time for Bed and ISA?

Sheltering Your Investments from Income Tax and Capital Gains Tax

Goals Based Investing

Are you giving yourself the best chance of success?

The Effect of Compound Growth on Investments

What is Compound Growth?

Investment Market update: October 2024

Find out how interest rate cuts in several major economies affected stock market returns in September and what it could mean for your investments.

The Psychology of Investing

Do emotions influence investment decisions?

Investment Market update: September 2024

Learn what caused volatility on stock markets across the world at the start of August and how other economic developments could affect your investments.

Investment Market update: August 2024

Global equities experienced volatility throughout July for a variety of reasons.

Investment Market update: July 2024

Economic growth was positive in many regions across the globe in Q2.

Closing the Gender Wealth Gap

Overcoming preconceptions could help to encourage more women to seek the financial guidance they need to achieve their goals

Investment Market update: June 2024

Discover how global stock markets performed in May, as many central banks considered interest rate cuts despite inflation remaining above target.

The value of financial advice to the LGBTQ+ community

Financial planning advice can provide significant benefits to everyone. In particular, by supporting members of the LGBTQ+ community with tailored financial planning strategies that may help address some specific and additional considerations.

Pensions versus ISAs

Should you opt for a pension, an ISA, or both?

New to ISAs? ARCHIVED

Here are some pointers to get you started.

Maximising Your Financial Potential: The value of having a Wealth Planner

In today's complex financial landscape, managing wealth effectively is more critical than ever.

The Art of Financial Planning for Self-Employed Individuals

The landscape of employment is evolving, with it comes a surge in self-employment. Whether driven by a desire for independence, pursuit of passion, or the gig economy's rise, self-employed individuals are carving their niche in the workforce. However, along with the freedom and flexibility that self-employment affords comes the responsibility of financial planning.

Life events and your financial plan - ARCHIVED

Considerations to help organise your finances so that you can live the life you want to live.

Giving to charity: How it can be tax-efficient too - ARCHIVED

Giving to charity may be part of your financial plan now or in the future. Donations can provide tax benefits too, potentially reducing the tax you pay and providing greater financial support to good causes.

The Effect of Compound Growth on Investments FP2023-407

What is Compound Growth?

Bear and Bull markets - ARCHIVED

What investors need to know

Divorce - ARCHIVED

Making the right financial decisions

Financial implications of bereavement - ARCHIVED

Without planning it can create additional emotional stress on a family.

Understanding different asset classes - ARCHIVED

Achieving your financial goals in a diversified manner.

Don't leave your financial future to chance - ARCHIVED

You can never start to plan your financial future too early

Creating a Financial Plan - ARCHIVED

We all want the best possible financial future for ourselves, but not enough people have a detailed plan of action to secure it.

Time is Money; Five principles for investing - ARCHIVE

Are your investments working as hard as they could be? With so many options out there, it can be confusing. We can help you navigate your options and provide some ideas to get the most out of your investing.

What is Pound Cost Averaging? - ARCHIVED

How to avoid trying to second-guess market movements.

Investment Market update: May 2024

Discover how global stock markets reacted to persistent inflation around the globe during April and what it could mean for your investments.

Investment Market update: April 2024

The first quarter of 2024 has seen global equities rise as a result of strong economic performance. Discover what else happened on the stock markets in March.

Investment Market update: March 2024

Resilient economic data caused investors to pare back expectations of rate cuts in February. Learn what happened on the stock markets across the world.

Investment Market update: December 2023

Inflation fell by more than expected in most major economies in November. Discover how this and other global events affected stock markets during the month.

Investment Market update: November 2023

As interest rates across the globe look set to stay higher for longer, discover how October’s events affected the stock markets and what it could mean for you.

Investment market update: October 2023

September brought Q3 to a close with a disappointing performance on the stock markets. Discover what happened and how it could affect your portfolio.

Investment market update: September 2023

August saw widespread market volatility. Learn more about how changing economic conditions affected global markets and what it could mean for you.

Rising interest rates

Protect your finances and maintain your financial wellbeing.

Investment market update: August 2023

Inflation fell again in July, but most central banks continued to raise rates. Discover what happened on the global markets in July and what it means for you.

Investment market update: June 2023

Stubbornly high inflation remained in the headlines in May, causing difficulty for central banks. Discover how stock markets reacted and how it could affect you.

Funding school fees

As a parent, we all want the best education for our children but often the high cost of private school fees may mean even those on higher salaries may struggle to afford them.

Spring clean your finances

Spring means opening windows, sweeping the dust out and rotating our wardrobes. But what about spring cleaning your finances? Just like your home, your finances also need a good clean every once in a while. Try these simple steps to get started.

How can I protect my money from inflation?

In the current economic climate, rising inflation is a concern for people with savings and investments.

A history of financial markets

Why a long-term outlook is always needed.

Self Employed and financial planning

When you’re self-employed or a contractor, you get the benefit of being your own boss, but you wave goodbye to traditional employee benefits like company sick pay.