News & Articles

Our library of blog articles is a free resource we provide to help our clients and prospective clients understand their finances better. If you have any specific questions about planning your wealth to achieve your goals, then please contact us.

04 Mar 2023

Seven Brutally Honest Financial Truths

In the movie Jerry Maguire, the main character, a sports agent played by Tom Cruise has an epiphany in the middle of the night and writes a mission statement called “The Things we Think and Do Not say” in which he exposes his industry’s greed and lack of… Read More

06 Feb 2023

Investment market update: January 2023

Investors should expect further volatility in the markets in 2023, experts suggest. Economies around the world are facing recession due to factors including high inflation and rising interest rates. The International Monetary Fund’s Kristalina Georgieva predicts that a third of the global economy will be in recession this year. The… Read More

06 Feb 2023

The must-have home features that could make your property more attractive

Given that energy prices have soared, it’s not surprising that energy efficiency measures have become essential to homeowners. However, a survey found some trends that you might not expect, and it could change how you view your property if you’re thinking about updating it. According to Halifax,… Read More

06 Feb 2023

Millions of fixed-rate mortgages are ending. Discover 6 practical steps you can take now

Over the last year, interest rates have increased from historic lows. Fixed-rate mortgage payers that have been shielded from the rises so far could find their outgoings rise if their deal ends in 2023. The Bank of England increased its base interest rate several times over the last 12 months… Read More

06 Feb 2023

4 reasons you may want to boost your ISA before the tax year ends

You have until 5 April 2023 to make the most of your ISA allowance for the current tax year. If you want to boost your savings or investments, adding more to your ISA could make sense. For the 2022/23 tax year, you can add up to £20,000 to adult ISAs. Read More

06 Feb 2023

Is your mindset holding you back from enjoying your retirement? Financial planning could help

When you think about retirement planning, what challenges come to mind? While ensuring you have enough saved and that you don’t run out of money are common concerns, there is one you may have overlooked: changing from a saving to a spending mindset. To secure your retirement, putting money away… Read More

06 Feb 2023

Estate planning: How to understand the value of your assets and estate

When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this might change, is crucial. Last month, you read about why estate planning should be part of your overall financial and life plan. Now, read on to discover why… Read More

27 Jan 2023

The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023

The 2022/23 tax year ends on Wednesday 5 April. After this date, many allowances reset, and it could be your last chance to use some of them. Allowances can help your money go further by reducing your tax liability. Reviewing your finances before the deadline could… Read More

19 Jan 2023

Time for a tax health check

As the current tax year draws to a close, it could be time for a tax health check. When was the last time you had one? Our handy checklist is a good place to start. Income tax Earning over £150,000?  avoid paying 45% tax with pension contributions Earning over £100,000?  reclaim your… Read More

05 Jan 2023

Investment market update: December 2022

2022 ended with uncertainty and volatility that’s persisted for much of the year. Read on to find out what happened in December and how it affected investment markets. Looking ahead, uncertainty is likely to be something investors will need to negotiate in 2023 too. As economies continue to struggle with… Read More

05 Jan 2023

How to set out goals to achieve success in 2023

What do you want to achieve in 2023? From improving your fitness to learning a new skill to support your career goals, setting out what you want to achieve this year can help you lead the life you want. While many people set a new year resolution, many are forgotten… Read More

05 Jan 2023

Why you need to consider your retirement plans if you choose a longer mortgage

Data suggests that an increasing number of homeowners could be paying their mortgage past the traditional retirement age. While taking out a longer mortgage can be useful, it’s important to have a long-term plan so you can meet other goals too. According to research from Quilter, the… Read More

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