Navigating uncertainty together 

Economic and political uncertainty can lead to impulsive financial decisions—long-term planning is key  Media headlines create noise, but financial plans should be tailored to personal goals, not speculation.  A strong financial strategy is built to adapt—seek expert advice to stay on track  Over the past five years, we’ve experienced a global pandemic, geopolitical conflicts, political […]

Surging demand for protection insurance – are you covered?

Income protection demand is expected to grow, with 51% of financial advisers predicting an increase in 2025  44% of advisers anticipate rising demand for life insurance, as more people seek financial security   With economic uncertainty, more individuals are prioritising private health insurance and income protection  The demand for health insurance, income protection and life insurance […]

Financial advice and wellbeing: a match made in heaven

Recent research has found that those who receive professional financial advice are four times more likely to enjoy high levels of financial wellbeing1. In addition, clients who take advice build up three times more pension wealth on average (£246,000) than those who don’t (£95,000). Advised clients also accumulated more than double the non-pension savings (£65,000) […]

Money – In the news

A third enter retirement in debt Retirement. You’ve paid off your mortgage, said goodbye to your colleagues for the last time and now it’s finally time to put your feet up and enjoy some well-deserved rest, free of commitments. That’s the ideal, anyway. Unfortunately, many retirees enter this stage of their lives with significant commitments […]

Autumn: a time of change and preparation

As the darker evenings and colder days of autumn approach, our thoughts often turn to hunkering down and preparing for the winter months. A season traditionally associated with change, preservation and preparation, autumn is a perfect time to get your finances organised before the rush of the festive season and the New Year. Getting prepared […]