How a marginal gains strategy could improve your wellbeing
When you have big goals, it’s easy to get overwhelmed. Whether you want to make changes to your lifestyle or achieve a lifelong dream, the thought of how far you have left to go can put you off even trying. Rather than focusing on the long road ahead, it can help to take your journey […]
Investment market update: March 2026
Conflict in the Middle East caused market volatility throughout March 2026. Find out what other factors may have affected your investments. While the ongoing uncertainty may feel unsettling for investors, remember that your strategy reflects your long-term goals and considers periods of volatility. Oil prices rising and ongoing uncertainty led to stock markets falling On […]
Guide – SMART goals: 5 steps to effective financial planning
Planning your finances without clear goals is like setting off in your car without a destination – you might be able to keep moving, but you can’t be sure you’re heading in the right direction. That’s why goal-setting is at the heart of effective financial planning. However, not all goals are created equal. You can […]
Meet the team: The faces behind the names
This month, we’d like to introduce you to some of our team, so you can understand a little more about what we all do and put some faces to names. Carly Lester Client services coordinator Carly works within our client services team, supporting the client services manager with administrative tasks, liaising on internal processes, and […]
Why physical, mental, and emotional rest is good for your wellbeing
As a society, we tend to focus on productivity and busyness as being “good things”, to the point where it sometimes feels wrong to simply relax and do nothing. But in a world of competitive activity, it’s important to remember that there’s no shame in enjoying some rest and relaxation. In fact, it’s a vital […]
The hidden risks of doing nothing: 5 reasons to review your financial plan
Putting a financial plan in place isn’t simply about accumulating as much wealth as possible. It’s about creating a strategy to help you meet your long-term life goals, at the same time as enjoying your life in the here and now. What’s more, creating your plan is just the first step. Regular reviews are just […]
Your Spring Statement update – the key news from the chancellor’s speech
Just over three months after her lengthy Autumn Budget, chancellor Rachel Reeves has addressed the House of Commons and delivered the government’s 2026 Spring Statement. Ahead of the Statement, Reeves reinforced the government’s commitment to “one fiscal event, one Budget, a year”. So, it will come as a relief to many, including business owners, that […]
Guide: 7 key allowances you might want to use before the end of the 2025/26 tax year
The new tax year will start on 6 April 2026, and many of your important allowances and exemptions will reset. Checking whether you could use these valuable allowances before the end of the 2025/26 tax year on 5 April 2026 might help your money go further. Before you make any decisions, ensure that you understand […]
2 reasons to mark the new tax year in your calendar
On 5 April 2026, the current tax year will end, and the new one will start the following day. Making a note of the deadline in your calendar could help you make the most of tax breaks as part of your financial plan. Here’s why the start of a new tax year might matter to […]
6 in 10 over-45s are underestimating the cost of care by thousands of pounds
Brits could face a worrying shortfall if they need care later in life. A report from the Just Group (8 December 2025) suggests that 6 in 10 over-45s are underestimating the cost of a care home by thousands of pounds. Industry figures suggest average residential care home fees are almost £66,500 a year. However, 60% […]