Financial Planning
Are You Making These 6 Financial Mistakes in 2025?
(Score Yourself and See) We all want to feel in control of our finances, but even the most switched-on people make money mistakes without realising. In 2025, with tax rules shifting, markets wobbling, and pensions facing new rules, it’s a great time for a personal finance check-in. Here’s how it works: Read each statement below. […]
Posted in Financial Planning
Trump’s Tariffs and Market Volatility: Why Multi-Asset Funds Still Win
Another Trump presidency. More talk of tariffs. And once again, investors are asking the big question: what does this mean for my money? The headlines are noisy, the market reactions are swift and while panic might feel like a natural response, it rarely leads to good outcomes. In times like these, calm and clarity win. […]
Posted in Financial Planning, Investments
How Global Events Could Impact Your Wealth This Year
We live in a world where everything is connected, and recent global events, like ongoing geopolitical tensions and the economic shifts after the 2024 elections, have made that clearer than ever. Things like inflation spikes, stock market swings, and changing government policies can all have a big impact on your finances, so staying informed is […]
Posted in Financial Planning
Should You Chase the Next Big Investment Trend?
Why Investors Chase Trends Cryptocurrency booms, meme stocks, AI-driven companies and green energy surges… what next? The investment world is full of buzzworthy trends, and the idea of jumping on a high-growth opportunity is appealing. The fear of missing out can drive investors to make impulsive decisions. But is following trends a reliable way to […]
Posted in Financial Planning, Investments
How Much You Really Need For A Comfortable Retirement
Your retirement should be a time of relaxation and enjoying the fruits of your labour from a lifetime of work. However, too many individuals underestimate how much is required for a comfortable retirement, or what is classed as a comfortable retirement in the first place. This article will explore the different levels of retirement and […]
Posted in Financial Planning, Retirement Planning
Why Doing Nothing Could Be The Best Investment Strategy
Doing nothing might sound like terrible financial advice, but when it comes to the investment game, it could be the best advice there is. Of course, doing nothing comes after you get your strategy off and running, but in this article, we’ll explore the benefits of a hands-off approach for your investment portfolio. We’ll also […]
Posted in Financial Planning, Investments
What 2025 Tax Changes Mean For Your Wealth
Taxation is one of the biggest stumbling blocks in any financial plan. It’s one of those things that we all know about but regularly fail to plan for, but doing so can have huge ramifications for your ability to preserve or build your wealth. Tax can affect all aspects of your finances, too, from your […]
Posted in Financial Planning, IHT Planning
5 Themes That Could Dominate Financial Markets in 2025
The first half of the roaring (20)20s has been a complex one for the financial markets. We’ve dealt with a global pandemic, huge political shifts, and geopolitical tensions have heightened between big players in Europe, the USA, and the Middle East. There’s also been a global energy crisis and substantial inflation, which made the past […]
Posted in Financial Planning
What 2025 Could Mean For Your Wealth: Politics, Global Markets, Inflation, and More
2025 looks set to be a pivotal year for the global economy for many reasons. From a unique political landscape to shifting environmental factors and economic structures, this article will explore some of the key economic challenges of 2025 and how to tackle them. Key Economic Challenges for 2025 Inflation Inflation can reduce […]
Posted in Financial Planning, Investments
The New Normal – Protecting and Growing Your Wealth in Turbulent Times
Interest rates and inflation look set to remain high in 2025, which is why you need a robust wealth management strategy. With more unique challenges than ever, it’s important to understand how to navigate “The New Normal” with your wealth, and the strategies you can implement to reach your goals. This guide will help you […]
Posted in Financial Planning