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We like to keep our clients up to date on financial news, providing thought-provoking articles as well as useful hints and tips for managing your finances. If you would like to receive our articles directly to your inbox, please complete the form below to receive our bi-monthly newsletter.

Received an inheritance? Here’s why you should consider boosting your pension

After receiving an inheritance, it can be difficult to know how to use it. You may still be grieving the loss of a loved one or feel overwhelmed by the different options. However, using some or all your inheritance to boost your retirement savings could make sense. First, don’t rush into making financial decisions about

Estate planning: 3 crucial steps that could protect your later years

Estate planning is an important part of your financial plan. Not only does it ensure your assets are passed on to who you wish and considers areas like Inheritance Tax (IHT), but it could provide you with peace of mind about your future too. Over the last few months, you’ve read about why estate planning

Your guide to pension consolidation: The pros and cons you need to know

Do you have multiple pensions? It could make it difficult to manage your pension savings during your working life and when you retire. In some cases, consolidating them could be beneficial. This guide explains what you need to know about transferring your pension savings, so you have fewer pots to manage. It could help you

All the winners and losers from the 2023 spring Budget

Just six months ago, Kwasi Kwarteng stood up in the House of Commons and delivered his controversial “mini-Budget”. The announcements ultimately brought down the short-lived Truss administration, with current chancellor, Jeremy Hunt, announcing a series of policy measures in November 2022 aimed at calming the markets. Having taken “difficult decisions to deliver stability and sound

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Guide: 5 essential steps to plan for a pension shortfall if you want to retire early

Getting the most out of your retirement and reaching your goals requires careful planning. But as we all know, life doesn’t always go to plan. If you decide you want to retire sooner than originally planned – whether due to circumstances beyond your control, a health crisis, or a simple change of heart – a

Investment market update: February 2026

In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected the markets. Read on to discover some of the factors that may have affected your investment portfolio. Please note: The value of investments and any income from them can fall as well as rise and

3 practical tips for looking after your joint health

People often focus on maintaining their health as they age. They might set goals to stay active or eat well. However, there’s one area that you might have overlooked – joint health. Your joints play a crucial role in everyday mobility, comfort, and independence. Poor joint health can limit your lifestyle as you age, yet