An introduction to Sustainable and Ethical Investing

If you’re a more conscientious investor you may have growing concerns about exactly where and how your money’s being used. Here’s a useful guide discussing the increased interest in Sustainable and Ethical investing, and highlighting some of the terminology. There’s been a real surge in the number of people who are now choosing this type […]  Continue reading

Social Media and the younger Investor

The Financial Conduct Authority (FCA) is concerned about the influence social media is having on younger investors, who it believes are taking on significant financial risks. This younger, more diverse group of investors, it said, is highly reliant on social media platforms such as YouTube, Instagram and TikTok for investment tips and advice, but lacks […]  Continue reading

‘Secret Accounts’ slow the probate process

The importance of leaving your affairs in order. According to the first Bereavement Index from probate software specialist Exizent#, many people fail to put their financial affairs in order before they die, leaving behind a ‘financial mess’ and a stressful experience for those tasked with administering their estate. The Index revealed that one in seven […]  Continue reading

Saving for Private Education

The average termly fee for private schools has reached £12,000 (£36,000 annually) for boarders and £5,064 (£15,191 annually) for day pupils, according to the Independent Schools Council** Planning for the future It’s a big decision to privately educate your child; school fees could easily be a family’s largest expense after their home. Starting to save […]  Continue reading

We’re still here to help!

Despite the ongoing restrictions, now extended to 19 July 2021, our business is continuing to operate fully to ensure that we can provide help and assistance to our clients. We’re open Mon to Fri, 9am til 5pm, and we can be contacted on 0808 1234 321 or using For clients who wish to meet […]  Continue reading

Retirement finances: Let us help you take control

Two pieces of research have again highlighted consumer confusion and concerns around pension provision and thereby the necessity for people to take control of their retirement planning. STATE PENSION OVERESTIMATED Firstly, a survey by Which?6 found that three in ten people overestimate their future state pension income, some by almost £50,000 over the course of […]  Continue reading

Planning to retire in 2021?

Whether you had always been planning to retire this year, or COVID-19 has forced your hand, it’s never too late to get organised. We believe that retirement is something to be looked forward to after a lifetime of hard work – so don’t let it be overshadowed by financial concerns. We can help you quantify […]  Continue reading

A word of Warning……

“It won’t happen to me” – think again It’s so easy to watch the ads on TV about scams or see the consumer shows interviewing devastated people about their financial losses as victims of fraud, and think “it won’t happen to me”, but think again! In the year to September 2020, Action Fraud received over […]  Continue reading

Do you know your Pension age ?

Did you know that the phased increases to State Pension age (SPA) reached 66 for both men and women in October 2020 and it’s set to rise further? The minimum age for taking funds from a personal pension is also set to rise in 2028. Getting to know your pension ages, and what you can […]  Continue reading

Make financial planning a priority in 2021

Most will want to put 2020 to the back of their minds, but where money is concerned we should all make financial planning a priority in 2021…  Continue reading

Black swan ready to glide

Extremely rare, a severe economic impact and impossible to predict? Few would argue that Covid has been all that, but some feel that this “black swan” event could have been avoided.  Continue reading

How high can stocks rise?

The last nine months have been frantic but global stocks are recovering. UK markets have been slower to climb, but with vaccines and a Brexit deal on the horizon how high can stocks rise?  Continue reading

Investors have history on their side

If you need some reassurance where money and savings are concerned, it’s always comforting to know that investors have history on their side.  Continue reading

Economic Review

Our latest economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future.  Continue reading

Let’s get through this together

The UK government wants us to follow simple rules to get through the winter together. Just how much is the ongoing coronavirus situation affecting investments. Our latest review…   Continue reading

Trump vs Biden

The race is on. The debates have begun. But what does the US election mean for investors? The latest Podcast from our partners at Architas takes a look at various scenarios. Have a read or click the link below to listen…   Continue reading

Back to money basics

Sometimes we all need a reboot, a reason to reset things and assess how we live, work and spend. Going back to money basics can help on many levels.  Continue reading

Unusually uncertain times

People struggling to get tested for coronavirus, a cautious Monetary Policy Committee (MPC) and increased restrictions all make the current financial landscape uncertain. Our latest round-up sums it all up…   Continue reading

Time for tough measures

The UK economy is recovering steadily but output remains subdued. Markets continue to rise, but all eyes are on new and proposed Covid restrictions that could hamper growth. Our latest review…   Continue reading

Economic Review

An economic review intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future.  Continue reading