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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.

Calculating investment risk: What plays a role?

When investing, we all know that capital is at risk. We’ve often talked about understanding your risk profile and the level of risk you should take when investing. But what affects how risky an investment is? Understanding the risk of an investment can help you gauge if it’s the right investment for you and how

Using your assets to create flexibility with a Final Salary pension

Pensioners transferring out of their Final Salary pensions, also known as Defined Benefit pensions, have made headlines recently as retirees seek more flexibility. But using other assets to create a flexible income throughout retirement can mean security and the ability to create an adjustable income to suit retirement plans. Final Salary pensions are often referred

Coronavirus affects the saving habits of 6 in 10 people

Coronavirus has affected many aspects of our lives and research shows that savings are one area that may have been affected. Whether you’ve had to dip into savings or have been able to put away, it’s important to look at your financial plan to ensure you’re getting the most out of your money. According to

Planning for a 100-year life

When you think about your lifestyle goals and financial plan, how far ahead do you look? It wasn’t so long ago that planning to reach 80 meant you could be sure of financial security throughout your life. But now, it’s becoming increasingly common to celebrate your 100th birthday, bringing new challenges to planning. Just a

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Guide: The pros and cons of investing in buy-to-let

Investing in buy-to-let property can provide a steady rental income, helping supplement your retirement fund or form part of the legacy you leave for loved ones. Statistics published by the government (29 August 2025) confirm that there were around 2.86 million private landlords in the UK in 2023/24. Since then, the property landscape has changed,

5 fantastic reasons to make volunteering part of your retirement plan

You might have spent years working, saving, and investing to build the wealth you and your family need for a comfortable and enjoyable future. Of course, having your finances in order is crucial if you want to ensure you don’t run out of money in later life and can maintain your independence throughout retirement. However,

Why FOMO could be driving crypto investment decisions

Don’t invest unless you’re prepared to lose all your money. This is a high-risk investment. You could lose all your money and are unlikely to be protected if something goes wrong. Take two minutes to learn more. It can be easy to get swept up in what feels like excitement when you’re looking at crypto