Blog

Why the “margin of safety” theory could be a valuable part of your financial plan

A “margin of safety” gives you a cushion to allow for losses or inaccurate assumptions in your financial plan. It could mean your goals remain on track, even if things don’t go exactly as you expect. Read on to find out why it could be a valuable part of your plan. The margin of safety […]

Read more

7 lessons you could learn from the Wright brothers to help your finances soar

December 2023 marks 120 years since the Wright brothers made their first flight in a Kitty Hawk in North Carolina. The flight lasted just 12 seconds but proved sustained flight of a heavier-than-air machine was possible and cemented Orville and Wilbur Wright’s names in the history books. The Wright brothers have become synonymous with aviation […]

Read more

How a contribution to your child’s pension could boost their financial security

As a parent, you might worry about your child’s long-term financial wellbeing. While you might consider supporting them through university, helping out with day-to-day costs, or handing over a home deposit, have you thought about contributing to their pension? It could go further than you think. Younger generations face some key challenges when saving for […]

Read more

3 useful ways regular financial reviews could help you reduce behavioural bias

Financial reviews provide you with a chance to ensure your financial decisions continue to reflect your goals and circumstances, and to assess if you’re on track. They could also be a useful way to reduce behavioural bias. Over the last few months, you’ve read about why financial reviews are important and why you may need […]

Read more

Everything you need to know about the 2023 Autumn Statement

On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement against a backdrop of a cost of living crisis and a looming general election. It’s been a challenging year with inflation dominating headlines. While inflation has fallen, it’s still higher than the Bank of England’s 2% target at 4.6% in the 12 months to […]

Read more

Investment market update: October 2023

As inflation remains stubborn, and interest rates may have to remain higher for longer, recessionary concerns have grown around the world. Read on to discover some of the factors that may have affected your investment portfolio in October 2023.  When reviewing short-term market movements, remember to focus on your long-term investment goals. UK After a […]

Read more

Stay subscribed

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