Archived News

Investment market update: January 2023

Published: February 3, 2023 by Jennifer Armstrong

Investors should expect further volatility in the markets in 2023, experts suggest. Economies around the world are facing recession due to factors including high inflation and rising interest rates. The International Monetary Fund’s Kristalina Georgieva predicts that a third of … Continue reading

Millions of fixed-rate mortgages are ending. Discover 6 practical steps you can take now

Published: by Jennifer Armstrong

Over the last year, interest rates have increased from historic lows. Fixed-rate mortgage payers that have been shielded from the rises so far could find their outgoings rise if their deal ends in 2023.  The Bank of England increased its … Continue reading

International Women’s Day: 5 things you could do to improve your long-term financial wellbeing

Published: by Jennifer Armstrong

This year’s theme for International Women’s Day is “embrace equity”. While huge strides have been made in improving financial independence for women, there’s still a significant gap. It could harm your overall wellbeing and your options in the future.  If … Continue reading

4 reasons you may want to boost your ISA before the tax year ends

Published: by Jennifer Armstrong

You have until 5 April 2023 to make the most of your ISA allowance for the current tax year. If you want to boost your savings or investments, adding more to your ISA could make sense. For the 2022/23 tax … Continue reading

Explained: Your 3 main options when accessing your pension for the first time

Published: by Jennifer Armstrong

If you’re saving into a defined contribution (DC) pension, you can choose how you access the money. You’ll also be responsible for ensuring the savings provide you with an income for the rest of your life, so understanding the different … Continue reading

Estate planning: How to understand the value of your assets and estate

Published: by Jennifer Armstrong

When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this might change, is crucial.  Last month, you read about why estate planning should be part of your overall … Continue reading