You
Us
How it works
Freebie
Client story
Blog
Contact
Blog
Take a look at our latest thoughts and news below.
Blog posts
Guides
July 29, 2020
Financial protection myth: Policies don’t pay out
There's the myth that financial protection policies don’t pay out and insurers will find any reason not to honour a claim you’ve made. Here's why that's wrong.
Read
July 25, 2020
3 financial lessons to teach young adults before they go to university
Despite the pandemic, thousands of students will still be heading to university and, for some, that will mean independence for the first time.
Read
July 20, 2020
Covid-19 spurs over-60s to consider later-life care
The Covid-19 pandemic has meant we’ve evaluated many areas of our lives and priorities. One area that’s now being reconsidered by the over-60s is their later life care plan.
Read
July 15, 2020
5 steps that allow you to handle a financial crisis
Research suggests that most people don’t feel confident in their ability to overcome a financial crisis. If that sounds familiar, here are five steps you can take.
Read
July 13, 2020
Retirement planning as a couple: Balancing different goals
What if your aspirations and financial expectations don’t line up with your partner’s? Creating a balance can help both of you feel fulfilled in the next stage of your life.
Read
May 30, 2020
What are your rights if you have a summer holiday booked?
Restrictions on travel and concerns about the coronavirus pandemic may have affected your holiday plans for the summer months.
Read
May 27, 2020
Demand for rented homes bounces: 5 things to consider before becoming a landlord
After a brief slump, the demand for rented homes has bounced back. After decades of rising property prices, it’s easy to see why people want to invest their savings in the property market.
Read
May 21, 2020
Is university worth it for children and grandchildren?
For students planning to head to university, it’s already been an emotional time. With college suspended due to Covid-19 and exams cancelled, there has been even more uncertainty.
Read
May 20, 2020
Why you should have a Power of Attorney in place
Millions of Brits haven’t named a Power of Attorney. It may seem like something you can put off for a while, but it’s something we should all have in place.
Read
April 24, 2020
Money is like a bar of soap
The investment decisions you make will impact the rest of your life. The stock market is there to test you.
Read
April 5, 2020
Diversification, Diversification, Diversification!
If you sell and are out of the market on the best days in markets, it can significantly reduce the returns on your investment portfolio.
Read
April 2, 2020
UK Government Take Action – 26th March 2020
Since my last update on the 17th March, we have witnessed massive state intervention to help prop up the economy mainly through the UK government furlough scheme.
Read
March 26, 2020
Coronavirus update – 17th March 2020
Following on from my Budget update email that was sent on 12th March, I thought it was worthwhile expanding on the market commentary and provide you further reassurance.
Read
Previous
Bull & Bear
Learn more
Download
Discipline is the best defence in market downturns
Learn more
Download
What I keep and where I own it
Learn more
Download
The retirement transition: A guide to preparing for modern retirement
Learn more
Download
10 steps to your perfect retirement
Learn more
Download