


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...
US election: What does Trump’s victory mean for markets?
Donald Trump’s policy promises such as increased tariffs could cause inflation to rise. We expect to see short-term market volatility, but do not act on speculation. We remain anchored to our long-term investment views. After a close fought race, Donald Trump is...
What is protection and why do I need it?
Protecting your family is often low on a busy to-do list, yet it’s a fundamental part of any family’s financial plan – and financial resilience. Financial protection such as insurance cover helps ensure that you and your family will be able to pay bills, maintain your...
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...