Blog

Balancing your goals: 3 options for short-term savings

It’s common to be juggling different goals with various time frames, which can be difficult to balance. Over the next few months, you can read tips on managing short-, medium-, and long-term financial goals, and how a financial plan could help you bring them together on our blog. This month, read on to find out […]

Read more

How psychology might affect your view of cash and safety

How your brain works can affect how you view wealth and different assets. For many, this can mean cash feels like a safer option than alternatives, but it’s not always the right one. Indeed, sometimes choosing to hold cash could mean you miss growth opportunities. 3 reasons why cash might feel like the “safe” option […]

Read more

What past market volatility has taught us about investor behaviour

The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have happened before, and looking at how these events have affected investor behaviour could be useful. At the end of February 2026, the US and Israel launched strikes on Iran, which have further escalated. The uncertainty […]

Read more

Guide – SMART goals: 5 steps to effective financial planning

Planning your finances without clear goals is like setting off in your car without a destination – you might be able to keep moving, but you can’t be sure you’re heading in the right direction. That’s why goal-setting is at the heart of effective financial planning. However, not all goals are created equal. You can […]

Read more

5 investment lessons you could learn from the UK film industry

The UK’s film industry is booming, and there could be some hidden lessons for investors in its success. According to the British Film Institute (5 February 2026), film and high-end TV production spend in the UK was £6.8 billion in 2025 – an increase of 22% compared to 2024’s figures. Some of the most successful […]

Read more

The Capital Gains Tax essentials you need to know

The amount of Capital Gains Tax (CGT) investors collectively pay is set to soar over the next six years. According to a Telegraph article (11 December 2025), the Office for Budget Responsibility (OBR) has adjusted its estimate for how much will be raised through taxes, including CGT. The OBR now predicts revenue from CGT will […]

Read more

Stay subscribed

Sign up to our newsletter to receive the latest updates straight to your inbox.