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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.

Older borrowers facing challenges securing mortgages

If you’re in retirement and have mortgage debt, research indicates it can be far more challenging to secure a mortgage. You may be forced to pay higher interest rates without a new deal, placing further pressure on your finances. It’s not uncommon to still be paying off a mortgage after retirement. And as the average

5 things to check before cashing in a Final Salary pension

If you’re fortunate enough to have a Final Salary pension, you have options for creating a retirement income that suits your goals. But, if you’re tempted to transfer out of a scheme, it’s essential you understand what you’d be giving up first. Figures published in the Telegraph show cash transfer values for retirees leaving a

Does market volatility affect your pension choices?

If you’re retiring this year, you may be worried about what the market volatility caused by Covid-19 means for your options. The good news is that Pension Freedoms, introduced in 2015, means you can choose how and when you access your retirement savings. Market volatility may have affected the value of your pension but that

Is your business protected with a Lasting Power of Attorney?

When we discuss financial planning, ensuring long-term security for you and loved ones is often a priority. But for business owners, they also need to ensure they protect their firm in the event of something happening to them. If you haven’t already taken steps to name a Business Lasting Power of Attorney, it’s something you

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Guide: 5 tips to help you manage your wealth in 2026

The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve them. In fact, the Investment Association (6 January 2025) found that 43% of UK adults planned to set financial goals at the start of

Explained: What the “mansion tax” means for homeowners

After much speculation that the chancellor would announce an additional property tax, the new “mansion tax” was unveiled during the November 2025 Budget. Read on to find out whether it’ll affect you, and how the new tax works. The mansion tax will apply to properties worth more than £2 million in England Officially called the

Treasury rules set to regulate the crypto market from 2027. Here’s what you need to know

The government (15 December 2025) has revealed plans to regulate cryptocurrencies in a similar way to other financial products. Find out what this means for investors and what to consider before you make crypto part of your investment portfolio. As a relatively new asset class, crypto isn’t currently regulated. This means crypto investors don’t benefit