Archived News

74% of financial advice from social media leads to an “undesired outcome”

Published: September 4, 2024 by Jennifer Armstrong

There’s an abundance of unregulated financial advice available, and research suggests it could harm your security and long-term plans. Whether you receive advice through social media or follow the financial decisions of friends, you could take more risk than is … Continue reading

Regular financial reviews may help you get more out of every stage of life

Published: by Jennifer Armstrong

Balancing your long-term goals with enjoying your life now can be a difficult balancing act. Regular financial reviews could ensure you get more out of your life at every stage by helping you to strike a balance that suits your … Continue reading

Investment market update: August 2024

Published: by Jennifer Armstrong

August was a rollercoaster month for investors, with the global stock market experiencing significant volatility. Read on to find out what may have affected your investments. Many market indices saw sharp falls early in August sparked by fears that the … Continue reading

5 sensible steps to take if your fixed-rate mortgage deal ends in 2024

Published: by Jennifer Armstrong

While the Bank of England (BoE) has started to cut its base interest rate, many homeowners with fixed-rate mortgages that end this year will still see their outgoings rise. If your mortgage deal comes to an end, read on to … Continue reading

The gender protection gap: Do you have enough cover?

Published: by Jennifer Armstrong

Research suggests that women are less likely than men to take out income protection. This trend could mean women are more vulnerable to financial shocks and is a useful reminder to check how you’d cope if the unexpected happened. According … Continue reading

Inheritance Tax: 5 shrewd strategies for reducing a potential bill

Published: by Jennifer Armstrong

If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT) your estate may be liable for when you pass away.   Last month, you read about what IHT is and when estates become … Continue reading