Financial Planning
In September 2026, markets experienced some volatility due to conflict in the Middle East and the impact it had on energy prices. Discover other factors that may have affected the performance of your portfolio. Markets got off to a weak start on 1 September. A global government bond sell-off, caused by concerns about inflation and […]
With property prices rising across the UK, the home represents the single largest asset in the estate for many families. Indeed, research reported by Zoopla (17 July 2025) shows that the average UK home increased in value by 20% between 2020 and 2025. That being the case, it’s easy to understand why many homeowners consider […]
Becoming financially free as you enter retirement could make a huge difference to this chapter of your life. Financial freedom doesn’t necessarily mean becoming wealthy. Instead, it’s about having enough to live the life you want on your terms, without having to worry about money. As retirement represents a chance to reassess what’s important to […]
In the busyness of everyday life, when you may be juggling work, family, and other responsibilities, finding the time and energy to sit down and think about your finances can be difficult. Or perhaps you find this task daunting and overwhelming, so you push it to the bottom of your to-do list. If so, you’re […]
Delaying an investment decision might seem harmless. After all, you’re not increasing the amount of risk you’re taking, withdrawing assets, or changing your portfolio. However, significant delays could have a negative long-term impact. Decision paralysis is the inability to make a choice because you’re faced with too many options, fear making the wrong decision, or […]
Passing assets to your loved ones during your lifetime could have many benefits. Yet, that doesn’t mean it’s simple, and you might experience emotional challenges even if you’re sure it’s the right thing to do in your circumstances. According to an FTAdviser article (29 July 2026), 7 in 10 people believe financial support should be […]