How to maintain your mental wellbeing as financial stresses bite

At a glance With the cost of living growing, more people are now more worried about their finances than about catching COVID-19. Feeling squeezed financially can affect your overall wellbeing and mental health. A financial adviser can help you make the right decisions and avoid costly mistakes, giving your wellbeing a significant boost. As the […]

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The importance of understanding and minimising risk as an investment belief

Whenever you invest your money, you are always taking on an element of risk. For example, there is always a risk that an investment won’t perform as you’d like, and you will get back less than you put in (sometimes known as price risk). In the case of fixed income, the bond issuer could default. […]

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How late is too late to start saving for retirement?

At a glance Retirement has changed – someone aged 60 today could easily live another 30 years. It’s never too late to start or refocus your efforts on pension saving, regardless of how old you are. Having a range of assets to rely on as a pension will give you options. We can help you […]

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How loneliness can contribute to financial scams

At a glance A quarter of people who experience loneliness have been the victim of a scam – and the same proportion of older people report feeling lonely at least some of the time.1 Not having someone to double-check things with is one of the main causes of these people falling victim to fraudsters. Scams […]

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Disciplined research and decision-making in the face of market volatility

Given the recent market volatility, it might be tempting to panic and make short-term decisions that, ultimately, may mean you lose out over the long-term. We’ve written about the importance of ignoring some of the macro trends causing this volatility – but this can be difficult, especially when the news and noise around world events comes from […]

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How splitting assets with your other half can reduce Capital Gains Tax

Selling a second property? Cashing in a share portfolio? When you sell a valuable asset, you may have to pay Capital Gains Tax (CGT) on your profits.  One possible way of avoiding – or at least reducing – this tax bill is to give an asset to your partner, or split it with them. By […]

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