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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.

7 mortgage tips that could save you money in 2021

As a new year starts, it’s a great time to review your mortgage. It’s a step that could save you money now and over the full term of your mortgage. Even a relatively small saving each month can add up over the years you’ll be paying a mortgage. Here are seven tips that could help

Is health insurance something you should consider?

As the NHS continues to battle the challenges of Covid-19, you may be considering taking out health insurance. The pandemic means many people are facing delays and unable to book appointments when they want to speak to a health professional due to backlogs and restrictions. Taking out private health insurance could provide you with an

Have you prepared emotionally for retirement?

Have you started preparing for retirement yet? If you’re nearing this milestone you may have contemplated whether your pension will be enough and how you’ll create an income. It’s often the financial side of retirement that people focus on. It’s understandable why. Retirement is a big change to your income. But the lifestyle and emotional

Beware of pension trap when accessing your pension before retirement

For most people, their pension becomes available at the age of 55, rising to 57 in 2028, even if they plan to work past this point. It means you can access your pension while still working, providing flexibility. However, thousands are doing so unaware that it could affect their pension contributions in the future. Third

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Only 19% of adults are prepared for health and financial shocks

Fewer than 1 in 5 UK adults are “adequately” protected from health and financial shocks, according to Cover Magazine (4 March 2026). This means families could be more vulnerable to shocks and face the consequences of being unable to meet financial commitments. A financial or health shock could have long-term implications for your finances. For

5 crucial things you need to understand before considering crypto

Research suggests awareness of cryptoassets is on the rise. As they continue to feature in headlines and be discussed on social media, this could lead to the fear of missing out (FOMO) pushing more people to invest. According to a survey conducted by the Financial Conduct Authority (FCA), 91% of people are aware of cryptoassets,

4 ways women could boost their confidence and close the pension gap

Women in the UK are falling behind on their pension savings. Pensions Age (February 2026) reports that women aged 30 to 45 have £36,000 less saved for retirement than men, on average. Numerous factors are contributing to this gender pension gap. Not only are women paid 14.9% less than men on average, but they’re also