Articles
Read the latest news and insight on a range of financial matters from our qualified financial advisers and expert technical and investment team.
Market Review – January 2025
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Are annuities part of your retirement income plans?
Recent research shows that annuity sales have reached a 10-year high. Michael Connolly, Private Client Adviser, explores the benefits of annuities as part of your
10 essential money tips for your Teens
As a parent or grandparent, you play a pivotal role in guiding younger family members towards financial independence. Hugh Austin, Private Client Adviser, offers some
Market Review – December 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Important financial questions to ask older relatives
As we approach the festive season, thoughts typically turn to family and loved ones. Keith Harrison outlines the key questions and actions you can take
Market Review – November
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Royal London announces changes to the Governed Portfolio Range
As part of Royal London’s ongoing governance reviews, the insurer has announced changes to its Governed Portfolio fund range, taking effect from 18 November 2024.
Actions to protect your finances after the October Budget
The October Budget introduced significant tax changes that could impact your finances. With the end of the tax year just months away, Alan Ferguson, Chartered
Market Review – October 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Market Review – August 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
Have you lost track of your pension pots?
With over 2.8 million UK pension pots worth £26.6 billion remaining unclaimed, Stuart Allen, Advice Centre Manager, Farnborough, explains how you can track down your
October Budget – reduce the impact of tax increases
The Chancellor has confirmed that tax rises are extremely likely at the 30 October Budget, which may impact valuable tax allowances. With some of these changes
Plan ahead to protect more of your wealth
As you get older, it’s important to organise your estate so that more of your hard-earned wealth is passed on to your loved ones tax
Market Review – July 2024
We reflect on the recent performance of global markets and picks out some key economic and financial dates.
How can you boost your pension savings?
Research shows there is a significant gap between people’s desired pension savings and their actual savings at retirement. Hugh Austin, Private Client Adviser, offers some
