Insights

Insights

Read, watch and listen to our latest market commentary and helpful guidance to help you stay informed about key financial matters.

Commentary

Read, listen and watch our latest market commentary and personal finance.

Article
Global market predictions for 2024
By Charles Stanley
27 Nov 2023 | 22 min read
Podcast
Autumn Statement 2023 podcast
24 Nov 2023 | 15 min listen
Article
The US equity rally continues
By Garry White
Chief Investment Commentator
24 Nov 2023 | 10 min read
Article
The populist surge and the problem of migration
By Charles Stanley
23 Nov 2023 | 9 min read
Article
Autumn statement: business rates explained
By Harry Bell
Director of Financial Planning
23 Nov 2023 | 2 min read
Article
Autumn Statement summary: which tax changes affect you?
By Rob Morgan
Spokesperson & Chief Analyst
22 Nov 2023 | 7 min read
Article
"Reaping what you sow"
By Lucy Chahil
Financial Planner
21 Nov 2023 | 7 min read
Article
Is it time to invest in emerging markets?
By Charles Stanley
20 Nov 2023 | 7 min read

Knowledge

Get more informed about your finances, with our helpful guides and knowledge hubs

Knowledge
Guide to generating income in retirement: a time to decide
Fast approaching retirement age? Or perhaps you've already left the rat race and want to make your retirement savings last. Get expert tips with our free guide to income in retirement.
Knowledge
Guide to saving for your dream retirement
Download your free retirement guide, the ideal resource if you're looking for smart ways to save and invest towards your future goals.
Knowledge
Guide to finding your financial wellbeing
Download your free guide and find out why prevention is better than cure when it comes to your financial wellbeing.
Knowledge
How should you prepare for retirement?
Are you saving enough for the retirement you want? Get informed on the latest pension information and learn how to generate a retirement income.

Stories

Engaging, emotional and practical stories of how we have helped our clients start conversations about their finances.

Keep calm and carry on investing
Read Jeremy's story about Linda, who opened a discretionary portfolio with us years ago, valuing our personal approach and level of communication with her. She has since brought her children into the conversation too.
By Jeremy Robinson
Senior Investment Manager
Planning for the unexpected
Read Mia's story of how she helped Arthur & Rose as their situation changed when Rose started to have ongoing health problems. Opening up the conversation with their daughters helped everyone feel supported.
By Mia Kahrimanovic
Financial Planner
A world of opportunities in retirement
Read Alex’s story on how she helped her client, Andrew, see there was a world of opportunities for his retirement, which he can fully enjoy now, by including his sons in their conversations.
By Alexandra Price
Director of Financial Planning
A family affair
Read Katie’s story of how she helped a family for over 20 years, passing on their wealth through generations and help them understand the benefits and responsibilities that come with being relatively wealthy.
By Katie Presland
Senior Investment Manager

Events

Take a look at our upcoming events and watch past webinars

29
Nov 2023
Event
How to get the right balance between cash and investments
Chaired By Erica Whyte
Spokesperson
Past Event
On-Demand webinar: The UK's landscape for business exits
Chaired By Charles Stanley
Past Event
On-Demand Webinar: The world of luxury assets and how to protect them
Chaired By Will Brown
Club Secretary of the Ferrari Owners’ Club
Past Event
Financial priorities for your 30s, 40s, and 50s
Chaired By Erica Whyte
Spokesperson