Financial Planning
How are you setting your life goals? Are you following a well-trodden path or choosing aspirations that are meaningful to you? Everyone is different and spending some time thinking about what you want to achieve could lead to greater wellbeing and a sense of purpose. Imagine you’re preparing for retirement. The traditional outlook would suggest […]
The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget. The weeks leading up to an Autumn Budget always feature rumours about what might change and how it could affect personal finances. With this Budget being the first for Prime […]
After months of volatility, markets were relatively calm in August, though economic data was mixed. Discover what factors may have affected your investment portfolio throughout August 2026. When markets opened on 3 August, it was a good start to the month. Falling oil prices led to the Stoxx Europe 600 index, which provides a broad […]
After years of diligently saving into a Junior ISA (JISA) for your child, handing them control of the account might feel daunting. Will they appreciate your efforts and continue growing this fund to pay for something meaningful, such as university or their first home? Or might they splurge it all on something frivolous like extravagant […]
Psychology could be one reason why some people are reluctant to invest, even when it fits into their wider financial plan. Managing risk is an important part of life. You check the road before you cross the street, and you might be encouraged to take out home insurance just in case something happens. So, it’s […]
In last month’s article, you read about why it’s often more difficult than you expect to identify scams. With the amount of money lost to fraud rising, being aware of common types of scams could mean you’re in a better position to spot the warning signs. According to UK Finance (15 June 2026), £1.28 billion […]