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Government to ban financial cold-calling as 1 in 15 fall victim to devastating scams

The government has set out a new Fraud Strategy in a bid to stem the rise in the amount lost to scams. Among the measures it will implement is a ban on cold-calls related to financial products. While it could help protect you, you must remain vigilant too. According to government figures, fraud is now […]

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5 excellent reasons families use trusts

Trusts can be an incredibly useful way to pass on wealth and preserve assets. Yet, there’s a common myth that they’re only valuable for very wealthy families. Read on to discover why a trust may make sense for you. A trust is a legal arrangement that you could use to pass on assets. The trust […]

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Investing 101: 5 essential questions you need to answer to balance risk 

When you’re making investment decisions, balancing risk is an essential part of the process. Creating a risk profile can help you understand which investments are appropriate for you. Last month, you read about the benefits of investing and how it could boost your wealth over the long term. While investing can be a valuable way […]

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Guide: How to manage the harmful effects of inflation on your wealth

For the last year, inflation has been high. If you’re worried about the effects of the rising cost of living, this guide could help you. Figures from the Office for National Statistics show, in the 12 months to April 2023, the rate of inflation was 8.7%. This is far above the Bank of England’s target […]

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Investment market update: May 2023

Economies and businesses still face challenges, but statistics indicate some of the pressure, including rising inflation, is starting to ease. Read on to find out what affected investment markets in May 2023. Remember, you should have a long-term outlook when investing. You should have an investment portfolio that reflects your goals and you feel confident […]

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5 compelling non-financial reasons to work with a financial planner now

When you first seek financial advice, your goal may be to grow your wealth or make the most of tax-efficient allowances. A financial planner can provide support in these areas, but the benefits could have a much larger effect on your life and wellbeing. A survey conducted by Hymans Robertson asked people with more than […]

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