Insights
Insights
Guide: 5 enduring money lessons you can discover in Jane Austen’s novels
10 toys that are perfect for inspiring creativity this Christmas
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 out more about what factors may have affected your portfolio’s performance. Remember to take a long-term view when assessing your investments and consider your risk profile when making decisions. Markets [...]
3 steps you can take to financially prepare for illness
The arrival of the colder months means preparing for Christmas, thinking about your new year resolutions, and planning to battle illnesses. Whether you're ill for a few days or you’re diagnosed with a long-term condition, needing to take time off work can have a financial impact. While you can’t predict [...]
The difficult but important estate planning conversations to have with your family
An estate plan sets out how you’d like your assets to be managed and distributed during your life and when you pass away. It often involves thinking about difficult topics, such as your funeral preferences or who you’d like to receive heirloom possessions. Once you’ve created an estate plan, it [...]
3 valuable ways to create a guaranteed income in retirement
According to a September 2025 Financial Planning Today article, 39% of people say a guaranteed income is their main priority in retirement. Knowing how much income you’ll receive from certain sources can provide the certainty you need to enjoy retirement with greater confidence. There are several ways you might create [...]
How financial planning could give you the confidence to spend more
Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney
5 stunning winter destinations that are perfect for a last-minute break
Investment market update: August 2025
While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets experienced less volatility compared to the start of the year. Read on to discover what factors may have affected the performance of your investments in August 2025. Hopes [...]
5 challenges a financial midlife MOT could help you overcome
3 ways behavioural bias could affect your approach to estate planning
Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. An estate plan sets out how your assets will be managed during your lifetime and distributed after your death. It might include writing a will or creating a trust [...]
