Articles
Keep up to date with our articles. Join our mailing list below:

Investment market update: October 2025
October 2025 proved to be a positive month for many investors, with markets reaching record highs. Read on to find…
Guide: 5 enduring money lessons you can discover in Jane Austen’s novels
In life, the finest wisdom often comes from the most unexpected places. So, you may be surprised to learn that…
Guide: Everything you need to know about the State Pension
Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after…
Investment market update: September 2025
There were ups and downs for investors during September 2025, with disappointing economic data dampening the market at times. However,…
Business owners: Could an employee trust provide you with an exit strategy?
High street toy shop The Entertainer revealed that it has transferred 100% ownership of the family-owned business to an employee…
How a cashflow model can turn retirement anxiety into excitement
Retiring should be a milestone you look forward to. It’s a chance to spend your time how you want and…
How the Labour government could change Stamp Duty in the Autumn Budget
On 26 November, the chancellor, Rachel Reeves, will deliver the government’s Autumn Budget, setting out fiscal plans for the year…
3 reasons why pension consolidation could boost your retirement income
Increasingly, UK savers are losing track of their pensions. In October 2024, research by Pensions UK found that the total…
Phasing into retirement: The flexible options you might consider
Traditionally, you’d go from full-time employment to retirement on a set date. Now, more workers are embracing retirement flexibility and…
Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney
Thinking about what might happen after you die isn’t easy. It’s hard to imagine the world simply continuing. That’s likely…
Investment market update: August 2025
While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025,…
Taken out a new mortgage? Don’t forget to review your financial protection
Taking out a new mortgage deal could represent a shift in your financial commitments. So, reviewing whether your financial protection…