Finance
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 chapterâone 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 youâre 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 lifeâs stages
12 February
Financial advice isnât a one-size-fits-all solution; it evolves as you progress through different stages of life. Whether youâre 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 homeâs value, smart investments can yield significant returns, whether youâre 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 itâs 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 doesnât need to stay. Â 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 â which they say would âdecimateâ the countryâs 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, itâs 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 youâre 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]
Estate planning: living your best life without regrets
15 January
As you approach the golden years, itâs essential to not only enjoy the life youâve built but also to plan wisely for the legacy you leave behind. Estate planning is not merely about drafting a will or dividing assets; itâs about ensuring...[Read More]
Steps to take if you canât afford your mortgage repayments
8 January
Owning a home is a significant milestone. However, the financial responsibility of mortgage repayments can be daunting for some homeowners. In times of financial difficulty, itâs essential to find ways to manage your mortgage and avoid defaulting...[Read More]
Starting a business after retirement: turn your passion into profit
8 January
For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, itâs not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[Read More]