Financial news and views

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Cash ISAs are booming – but are they the right long-term choice for you? 20th October 2023

Back in 1999, the government introduced a brand-new method of tax-efficient saving. The Individual Savings Account (ISA) was designed to encourage more people to save, offering returns that were free…

3 worrying dangers of do-it-yourself financial planning 20th October 2023

Taking a DIY approach to life can help you to save money. Whether it’s a job around the house or sidestepping a travel agent, there can be economies to be…

How we can support your clients’ emotional wellbeing as well as their finances 21st September 2023

A generation ago, financial advice used to be a largely transactional business. A client had a specific problem they needed to solve – some money to invest, a need for…

woman helping older relative use a laptop

3 practical ways you can help older relatives to manage their finances 21st September 2023

Speaking to crowds in St Peter’s Square in 2015, Pope Francis recalled the words of Benedict XVI during a visit to an old people’s home: “The quality of a society,…

How to understand and ignore “noise” when it comes to your investments 21st September 2023

Head to a news website on any given day and there may be lots of reasons for concern. Whether it’s the latest ecological disaster caused by climate change, political uncertainty,…

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