Blog Posts

How can employers help staff improve financial capability?

Business owners owe it to their employees and their companies to improve the financial capabilities of their staff. Studies show that happy employers are 13% more productive*.

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Is financial advice right for me?

Our aim as financial advisors is simple – to give our clients greater peace of mind. Yet in our line of work, we hear many a misconception surrounding financial advice.

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End of life plans: Breaking the ice

The past 18 months have shown us that we can’t afford to take things for granted.

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Smartphone Investing: The Dos and Don’ts

These days, we use our phones for almost everything. Entertainment, shopping, banking – and now we can add investing to the ever-growing list.

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How to Grow a Contingency Fund

In life, it is always best to expect the unexpected, even though it is sometimes an uncomfortable thing to have to do.

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Coping with Financial Stress

Most people are likely to encounter some form of financial stress in their lifetime. The causes of financial stress, as well as the effects, fill a broad spectrum.

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Market update: The Return of the Roaring Twenties?

It’s been a while since my last update and to be fair not a lot has been going on in the investment world.We continue to progress the excellent vaccination roll out in the UK with many other countries catching up and showing signs of success.

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Understanding Your Financial Personality

Do you consider yourself a kind person? Honest, extroverted, or perhaps more reserved? Chances are, you have a good idea of what personality type you are. However, many people have never considered their financial personality. Your financial personality is reflected in your relationship to money.

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One Year Later

It’s almost a year since we saw the fastest decline in equity prices for decades and none of us need reminding why. A year ago, COVID-19 had truly taken its grip on the world, with countries imposing strict lockdowns that ground economies to a halt.

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Investing in Your Family’s Future

When we talk about investing in your family’s future, we’re not just talking about ISAs and investment portfolios. Granted, these things are important. However, ensuring your family is financially buoyant in the long run is also about giving your children a sense of confidence in their finances.

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