Financial planning
The key to a successful financial future, as with many things in life, is planning.
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Article
Unpacking the Autumn Budget 2025: The key announcements from Chancellor Rachel Reeves 4 min read
26/11/2025
Our roundup of the Autumn Budget changes most likely to affect your financial plan.
Blog
Financial Services Compensation Scheme limit rises to £120,000
As of December 1st, the Financial Services Compensation Scheme limit will rise to £120,000 from the current rate of £85,000.
20/11/2025
2 min read
Blog
5 top financial planning tips for the self-employed
Are you self-employed? If so, it’s essential to be proactive about your finances.
06/11/2025
4 min read
Blog
Talk to us about taking financial advice – book a free consultation
Organising your personal finances is important to you, and that’s why we believe the process begins with getting to know you – understanding your needs and goals, while you get to know us.
04/11/2025
3 min read
Article
The power of introductions
When I get introduced to the friends, family, and the colleagues of clients, it is a great compliment and a tremendous responsibility that I never take lightly.
01/11/2025
2 min read
Blog
Menopause your finances
World Menopause Day 2025 falls on Saturday, 18th October. The day is dedicated to raising awareness about menopause, encouraging open discussion, breaking the stigma, and highlighting health and well‑being issues connected to menopause.
18/10/2025
2 min read
Blog
How Premium Bonds compare to Stocks & Shares ISAs
More cuts to Premium Bonds: Why a Stocks & Shares ISA could be the smarter choice.
16/09/2025
3 min read
Blog
Vital money questions you should ask your parents
Be sure to secure your parents financial future with these five important questions.
15/09/2025
2 min read
Blog
When should I review my life insurance cover?
Protection insurance is a crucial safety net for your family, but it needs updating as your life changes.
06/08/2025
3 min read
Blog
Just switched jobs. How will my new role affect my finances?
How should you prepare financially for a new job or career change? We have put together a comprehensive list of financial planning must-dos when you move company, change career or get a promotion.
23/06/2025
4 min read
Article
Planning your finances in your 40s
Your 40s mark a pivotal financial decade. While many of us are reaching peak earning potential and recognising the need to focus on retirement and long-term finances, we’re often squeezed between multiple responsibilities – from supporting both parents and children to managing mortgages and home improvements.
19/05/2025
4 min read
Article
What is a Family Investment Company?
Family Investment Companies have become a popular alternative to Trusts due to their tax benefits.
06/05/2025
3 min read
Article
Ten higher-rate tax saving tips and strategies
A further 2.7 million people, according to the Office for Budget Responsibility (OBR), will be paying higher rate tax by 2028/29 due to frozen tax thresholds.
28/04/2025
4 min read
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