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
Equity rally continues
By Garry White
Chief Investment Commentator
01 Mar 2024 | 7 min read
Article
The 'Magnificent Seven' are not riding off into the sunset yet
By Charles Stanley
01 Mar 2024 | 8 min read
Article
Your 2024 tax year checklist
By Rob Morgan
Spokesperson & Chief Analyst
01 Mar 2024 | 9 min read
Article
War dominating global diplomacy
By Charles Stanley
29 Feb 2024 | 5 min read
Article
How to plan a phased retirement
By Rob Morgan
Spokesperson & Chief Analyst
29 Feb 2024 | 7 min read
Article
How do entrepreneurs fund their business?
By Aaron Gibbs
Personal Finance Commentator
28 Feb 2024 | 3 min read
Article
Electric cars face a long road to net zero
By Charles Stanley
28 Feb 2024 | 13 min read
Article
Spring Budget predictions: can we expect tax cuts?
By Rob Morgan
Spokesperson & Chief Analyst
26 Feb 2024 | 10 min read

Knowledge

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

Knowledge
Phoenix Founders: Rising from the ashes
What can be learned from a non-linear journey to success? Download your free report to discover what it takes to run a successful business and the distinct learning opportunities that can make failed entrepreneurs stronger.
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
Wealth Under Pressure: Navigating family wealth challenges in changing times
Download your free guide and discover how the UK’s ‘squeezed middle’ is balancing finances with the expectations of different generations.
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.

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
Director of Private Clients
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

17
Apr 2024
11:00 - 12:00
Event
How do successful entrepreneurs recover from a failed business?
Chaired By Glenn Baker
Business Development Director
Past Event
Get ready for Tax Year End
Chaired By Erica Whyte
Spokesperson
Past Event
On-demand webinar: Investment market trends and predictions
Chaired By Erica Whyte
Spokesperson
Past Event
On-demand webinar: Global market outlook for 2024
Chaired By Garry White
Chief Investment Commentator