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
Energy price shocks continue
By Charles Stanley
19 Aug 2022 | 8 min read
Podcast
Is this a real recession?
18 Aug 2022 | 19 min listen
Article
Should I save or invest?
By Rob Morgan
17 Aug 2022 | 6 min read
Article
China and Russia disrupt global markets
By Charles Stanley
15 Aug 2022 | 7 min read
Article
Plenty of debt as investment goes wandering
By Charles Stanley
15 Aug 2022 | 7 min read
Article
Fed remains hawkish amid softening inflation
By Garry White
Chief Investment Commentator
12 Aug 2022 | 8 min read
Article
Food, droughts and inflation
By Charles Stanley
12 Aug 2022 | 5 min read
Article
Biden's spending and tax package
By Charles Stanley
11 Aug 2022 | 7 min read

Knowledge

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

Knowledge
Inflation, Cost-of-Living, and Financial Advice
Where do we turn when money is a concern? Considering the rising cost of living in Britain, this report reveals UK attitudes towards personal finances, inflation, and access to financial advice.
Knowledge
Be more prepared
Are you saving enough for the retirement you want?
Knowledge
Be more invested
How can you be more invested in your financial future?
Knowledge
Be more confident
Rarely are we comfortable or confident to talk about money.

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

Past Event
How to save for your retirement?
Chaired By Charles Stanley
Past Event
How can you make the most of your retirement?
Chaired By Charles Stanley