Planning your retirement is the single biggest reason for seeking advice

Planning your retirement is the single biggest reason for seeking advice

Retirement planning is the nation’s single biggest reason for seeking financial advice. One in three over-44s will actively seek advice on planning retirement in the next six months. Retirement planning often comes too late, with only one in 10 (12%) Gen Zs and one in...
Understanding what the Autumn Budget means for you

Understanding what the Autumn Budget means for you

Rachel Reeves has delivered her first Budget as Chancellor, and the first Labour Budget in 14 years. It brings some clarity and certainty following many weeks of speculation. The Government has had to balance a challenging fiscal situation with a plan to invest for...
Financial advice is a matter of trust & understanding, as much as money

Financial advice is a matter of trust & understanding, as much as money

SJP’s Real Life Advice Report conducted by Opinium on our behalf.1 The Advice Relationship confirms that consumers value a trusted, longstanding relationship with their adviser above all else. At a glance 62% have never switched financial adviser, rising to 74%...