21 June 2023

Are you a wealth accumulator?

Having your finances in order brings tremendous peace of mind. Financial wellbeing varies from person to person but fundamentally encompasses having security around money, now and in the future, plus knowing what makes us happy, and having money goals in place to achieve this happiness1.  The combination of money and mindset is crucial, findings show […]

13 June 2023

Baffled and confused? We speak your language

Financial jargon can be confusing and overwhelming. A new study1 has revealed that seven in ten UK adults are puzzled by financial jargon.  Age gap  The research also found that those aged under 25 are least likely to feel puzzled by financial jargon, with around half (52%) of those aged 18 to 24 stating this, […]

13 June 2023

The risks of living without home contents insurance

One in five 18 to 24-year-olds plan to cancel their home contents insurance at renewal to save money, according to new research1.  Risky game  As well as highlighting current cost-of-living concerns, the statistic reveals a worrying picture for young people who plan to abandon protection.  Home contents insurance can be a shrewd financial investment because […]

13 June 2023

Transferring wealth, your way 

With the coming years set to see record flows of assets pass down the generations, the thorny issue of wealth transfer has inevitably become an increasingly important financial topic. Seeking professional advice is a crucial step that can ease any inheritance planning anxieties and facilitate the transfer of assets in the way that you want.  […]

6 June 2023

Bringing clarity to your decision-making

In today’s increasingly complex and challenging world, financial advice to help people navigate through life’s journey is more important than ever; a point vividly highlighted by a new study from the Financial Services Compensation Scheme (FSCS)1 which raises fears over the consequences of a worrying financial ‘advice gap’.  Scammers’ paradise  FSCS research shows that almost […]

6 June 2023

Review your resilience

Awareness of the importance of protection has risen since the pandemic and led many to reassess their financial and personal priorities. It’s sensible to review your protection cover once a year and to discuss it with those close to you to make sure it still meets your needs.  Have the conversation  Only half (52%) of […]