Invesment Planning

If you’re constantly allowing thoughts to spiral out of control, you may be experiencing catastrophising. Here’s how you can embrace positive thinking.

Markets continued to be affected by ongoing conflict in the Middle East and technology stock volatility in June 2026. Find out what else may have affected the performance of your investments.

Working out what your income might look like in retirement can be challenging. It may feel like there are too many uncertainties to consider, such as how your investments perform and how long you live. Find out how a cashflow model can remove the guesswork and provide the clarity you need to feel confident about the future.

Investing is often as much about emotions as it is about numbers. One emotion that might affect how you invest at times is fear. Learning why fear influences investment decisions and how to master it could support your long-term success.

There were highs and dips in the investment markets in May 2026. Discover some of the factors that may have affected your portfolio’s performance.

Have you considered what would happen to your business if you or a key person became ill or passed away? It’s something that many business owners overlook. Yet, the potential consequences of not protecting your business could be huge.  There are practical steps you can take to help ensure your business can continue operating should…

Reaching your long-term goals often requires careful planning and consistent action. A financial plan could help you work towards these goals and, in some cases, investing may play an important role too.

Once you have made an investment strategy, often doing nothing is the best course of action. Yet, it’s an approach that might be more difficult to stick to than you expect due to biases.

During April 2026, markets have continued to experience volatility as the conflict in the Middle East has developed. Find out what external factors may have affected the performance of your investments.

Managing your pension doesn’t stop once you retire and start to draw an income from it. In fact, it’s just as important to remain engaged with your pension once you start depleting it as it was when you were contributing to it to avoid spending it too quickly.