Financial Advice

Our financial advice hub is here to keep you up to date with investment market insights and financial planning top tips

Is it time to give your pensions a health check?
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Entering your 50s is not just another chapter in your life; it’s a profound and exciting phase in your financial journey. By this time, life may have settled into a…

Mastering Financial Fitness in your 50s
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Thoughts of winding down or retiring might be dancing on the horizon. This is why it’s a pivotal moment to take a comprehensive look at your financial situation and ensure…

Financial planning for a secure future
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Professional financial review   Receiving regular professional financial reviews in your 50s is an essential step towards securing your financial future. Professional financial advice offers a comprehensive assessment of your…

Market commentary: Navigating potential slowdowns
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Navigating potential slowdowns and corrections as investors grapple with mixed signals from economic indicators The previous quarter has revealed a complex tapestry of global market dynamics, underscored by a notable…

Quarterly Market Commentary
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Welcome to our Quarterly Market Commentary In this market commentary over the previous quarter, global equities took a sizeable downturn in August. Investors and market analysts have been looking to…

Market commentary: Investors reassess positions
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Quarterly Market Commentary October 2024 Investors reassess positions amidst high valuations and potential corrections in stock prices. Looking back over the last quarter, global equities faced a notable downturn in…

Autumn Statement 2024: What it could mean for your finances
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On 30 October, Chancellor of the Exchequer Rachel Reeves will deliver the Autumn Budget Statement 2024. It will be a critical indicator of the Government’s approach to managing the economy,…

How do we achieve client-centric outcomes?
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If you would like to speak to us about your financial future, please click below to find your local adviser: Find Your Local Adviser

Autumn budget statement 2024
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On 30 October, Chancellor of the Exchequer Rachel Reeves will deliver the Autumn Budget Statement 2024 accompanied by a comprehensive fiscal statement from the Office for Budget Responsibility (OBR). This…

Free Guide: The Principles of Growing your Money
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Investing to beat inflation and market fluctuations to build a nest egg for the future Investing can be an intimidating and complex topic, but it doesn’t have to be with…

Your Financial Adviser – Your Trusted Confidante
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‘Building up a relationship is really, really important over the years’, Nigel Swan Regional Director and Financial Planner. Your financial adviser is here to understand and look after you, your…

8 Principles of Growing your Money
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Investing your money could be an effective way to reach your long-term goals and aspirations. By investing your money, you could potentially earn a higher return than if you were…

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