News & guides

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Women and investing – now’s the time to start

We look at why women investing is important, what to consider as a woman getting into investing and why now’s the best time to start.

Time to make a will

It’s estimated that more than half of British adults have not made a will, yet it’s an essential part of financial planning. We look at the reasons why you should consider this now.

Now’s the time to be properly protected

Recent events have highlighted the importance of protecting your household income. We look at the options available.

COVID-19: Virtual support when you need it

The latest update from our CEO Alan Hudson on how we are continuing to advise and support you though remote working including virtual face-to face appointments available for clients.

COVID-19: We continue to support you

Our CEO Alan Hudson provides an update on how we are continuing to advise and support you through remote ways of working. He touches on the economic impact and how to protect yourself from scams.

Five investment mistakes we make in market downturns

In times of volatility, we look at five of the classic mistakes that could affect your investments in the long term and how to counter them.

Has coronavirus derailed your retirement plans?

We look at a five-point plan to get your finances back on track and how expert help can make it possible.

COVID-19 : We’re here to support you

Our CEO Alan Hudson offers reassurance and outlines how we will continue to advise and support you though this unprecedented situation.

The Annual Budget 2020

Rishi Sunak, delivered his inaugural Budget to parliament on 11 March 2020, amid the backdrop of a growing threat to the economy from the global outbreak of coronavirus (COVID-19).

Has coronavirus unbalanced your investments?

We look at why regaining equilibrium in changing markets is key and how a financial adviser can help you take steps to redress the balance.

Protecting yourself from scams

As fraudsters take advantage of the coronavirus outbreak, pension savers are warned to be extra vigilant. We look at tips to help you spot a scam and protect yourself.

Time to give your pension pot a boost?

We look at the advantages of the ‘carry forward’ rules for unused annual allowances from previous tax years. This can be very useful if you’re a high earner and affected by the tapered annual allowance.

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