News

  • All
  • Financial Planning
A screen showing stock market movements.

Investment market update: August 2026

After months of volatility, markets were relatively calm in August, though economic data was mixed. Discover what factors may have affected your investment portfolio throughout August 2026.
Read More
A couple reviewing paperwork together.

The dangers of using AI to write your will

AI has transformed how we approach many tasks. While using AI could save you valuable time in some areas, it could pose risks in others, including when you’re writing or updating your will.
Read More
A woman reading a newspaper in a café.

6 useful tips for avoiding headline-driven decisions ahead of the Budget

The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget. Already speculation about what will be announced is rife. Here’s how to avoid headline-driven decisions.
Read More
A person holding UK bank notes.

The psychology behind favouring cash instead of investing

Psychology could be one reason why some people are reluctant to invest, even when it fits into their wider financial plan. Discover some of the reasons why cash might feel safer and the potential impact of overlooking investing.
Read More
A man adding garnishes to a meal.

How to balance happiness and wellbeing

Being happy over a period of time takes work. Discover the role that money plays in your wellbeing and why balance is important.
Read More
Two women holding hands.

Why updating your cashflow model is essential for staying on track

A cashflow model isn’t a one-off exercise. If you want to use it to inform your financial decisions, regular updates are essential.
Read More