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
Six estate planning tips
Article
COP30 and the absence of the USA
Article
Five finance goals for your 30s
Knowledge
Get more informed about your finances, with our helpful guides and knowledge hubs
Knowledge
UK Autumn Budget 2025
Explore our latest Budget commentary and expert insights - designed to help you make smarter personal finance decisions and stay ahead of the curve.
Knowledge
Women and Wealth
As women redefine wealth, our mission is to help foster financial confidence, independence, and long-term security for every woman navigating this new era of opportunity.
Knowledge
Report: Female Founders
Female founders are on the rise. The number of female-led businesses has more than doubled over the past decade and continues to grow.
Knowledge
What happened at COP29?
In this series, we share our experts’ thoughts on the advancements, or indeed deceleration, on tackling the global challenge of Climate Change.
Stories
Engaging, emotional and practical stories of how we have helped our clients start conversations about their finances.
Keeping it in the family
Read Katie's story on how she built a trusting relationship over the years with her client, Rory and his wider family. Katie is now working together with her colleague, Mia, from financial planning to manage the family’s money.
The generation game
Read Henry's story about how after his current clients, Sue & Steve introduced their son, James, to Henry, they were able to build a common ground before James started investing with us.
Investing in your family's future
Read Clive's story about how he helped Robert start passing on his wealth to his daughter after the birth of his grandchild. Besides passing on his money, he wants to pass on his values about hard work and responsibility.
Wealth today and tomorrow
Read Giles’ story to find out how he helped Rebecca understand that she had enough money to support her son, allowing him to move closer to his young daughter while Rebecca could still enjoy a comfortable retirement.