News & Updates

Mistakes, financial or otherwise, are a part of life, and it’s normal to make them from time to time. While mistakes can be frustrating, moving past them is important. Holding onto mistakes and letting them dictate the decisions you make now could cause problems. For example, feeling embarrassed about a financial mistake could lead you...

Going through a divorce is difficult, and it’s normal to experience a loss of control. It can be tempting to turn away from difficult topics, such as those relating to your finances, because they feel overwhelming. However, tackling them head-on could help you regain your confidence and offer clarity about your future. If you’re recently...

Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100 – an index of the 100 largest companies listed on the London Stock Exchange. According to the Guardian (31 December 2025), the FTSE 100 increased in value by a fifth in 2025, marking the strongest annual gain...

If you’re saving for retirement, you will want to get the most out of what you’re putting into your workplace or private pension. Fortunately, there are plenty of tax efficiencies when you save your wealth into a pension. Indeed, any investment returns generated within your fund are typically free from Income Tax and Capital Gains...

There’s more to being a successful investor than following the latest market trends and tips. Setting out a strategy that’s right for you could allow you to balance risk against your goals. Last month, you read about the importance of defining what success means for you. With your goals outlined, you can start to think...

Geopolitical tensions and threats of trade tariffs continued to impact global investment markets at the start of 2026. Read on to find out what factors may have affected your investments at the start of 2026. Markets experienced highs, but geopolitical tensions continue to cause volatility On 2 January, the first day of trading in 2026,...

After a year filled with uncertainty and rising trade tensions, markets were calmer in December 2025. Find out what may have affected the performance of your portfolio at the end of the year. Market volatility eased in December 2025 Markets were downbeat at the start of the month. Most European markets were in the red…

You might already know that salary sacrifice can be a practical way for your employees to bolster their retirement funds, while reducing their tax liability. However, in the 2025 Autumn Budget, the government announced changes to how salary sacrifice is treated for National Insurance (NI) purposes. From April 2029, a new cap will be introduced,…

Love is in the air with Valentine’s Day just around the corner. Amid planning romantic gestures, thinking about combining your financial plan with your partner’s could be valuable. Talking about finances might seem too practical for a day that’s about celebrating love. Yet, it could support your relationship. Here are two reasons why you might…

As 2026 begins, it’s a good time to think about what you want to achieve in the coming months. A tailored financial plan can help you set realistic goals. Creating goals on your own can be challenging, especially if they bring together several different parts of your financial plan or have a long-term time frame….

There are times when you may make mistakes without realising it. These mistakes could be due to blind spots, such as habits, assumptions, or risks that go unnoticed, and could affect your financial decisions. Making mistakes is a part of life. However, because hidden mistakes often go unidentified, they may be repeated. Over time, the…

Every investor wants to be successful. Over the next few months, you can read about ways to improve your investment strategy. Defining success against the performance of others can encourage a short-term mindset What “success” means when investing is different for everyone, and defining what it means for you is crucial. You might be tempted…