Finance
Embracing your retirement journey: 10 heartfelt tips for a fulfilling future
12 March
Approaching retirement can stir a mixture of excitement and anxiety. It’s a significant milestone—filled with opportunities to finally pursue dreams, passions, and enjoy life at your own pace. However, it can also feel overwhelming,...[Read More]
Market volatility: why time in the market beats timing the market
12 March
Share market volatility is a natural and inevitable aspect of investing. While market fluctuations can cause anxiety among investors, attempting to predict short-term market movements, known as “timing the market,” often leads to missed...[Read More]
Essential tips for the end of the tax year in the UK
12 March
As the 5 April tax deadline approaches, now is the time to review your finances and take advantage of available tax-saving opportunities. A little planning now can help you keep more of your hard-earned money while ensuring you’re in the best...[Read More]
Building wealth with investment properties: the right strategy and insurance for success
5 March
For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]
Top 10 concerns of retirees and how financial planners can help
26 February
Retirement marks the beginning of a new chapter—one filled with opportunities for relaxation, travel, and spending time with loved ones. However, it also brings unique challenges and uncertainties that can impact financial security and overall...[Read More]
Understanding generational segments: lifestyles, financial needs, and technology expectations
19 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]
Investing in real estate and the top 5 questions to ask your tenant
19 February
Real estate has long been a popular investment strategy due to its potential for steady cash flow, appreciation, and tax advantages. Whether you’re purchasing residential properties, commercial spaces, or vacation rentals, real estate offers...[Read More]
Top 10 questions to ask your financial adviser and why a close relationship is key through life’s stages
12 February
Financial advice isn’t a one-size-fits-all solution; it evolves as you progress through different stages of life. Whether you’re just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your...[Read More]
Top 5 ways to add value to your home (and Top 5 ways to over-capitalise)
12 February
When it comes to increasing your home’s value, smart investments can yield significant returns, whether you’re preparing to sell or simply enhancing your living space. However, not every renovation or improvement guarantees a positive return....[Read More]
The importance of financial advice in living a lifestyle of choice
5 February
Life is full of milestones and changes that shape our journey. Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time. Navigating these transitions while maintaining a...[Read More]
What is ethical investing & how does it relate to ESG investing?
5 February
Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay. People have become...[Read More]
UK farmers rally against inheritance tax
29 January
Farmers are gathering at protests across the UK as they step up their campaign against government inheritance tax reforms – which they say would “decimate” the country’s agricultural sector. The National Farmers Union is staging a series of...[Read More]
Market volatility: why time in the market matters more than timing the market
29 January
Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment. While the unpredictability of the market can cause anxiety, it’s essential to understand that volatility...[Read More]
Understanding estate planning and key legal tools: why legal advice is essential
29 January
Estate planning is the process of organising and managing your assets during your lifetime and determining how they will be distributed after your death. It goes beyond simply writing a will; it involves making key decisions about property...[Read More]
The legal issues most people face and the importance of seeking advice
22 January
Legal issues are an inevitable part of life. Whether you’re dealing with property transactions, employment disputes, family matters, or financial concerns, navigating the complexities of the legal system can be daunting. While the specifics of...[Read More]