“It’s not just about the money” is a phrase I find myself using in nearly every client meeting these days. This stems from the evolution of the role of financial advisers and planners in recent years – a shift from focusing solely on a client’s money and investment returns achieved to a focus on the client as a person and what you want to achieve in your life. Our role today is to help you achieve your desired future life through careful and wise decision making in relation to all aspects of your finances.

ESG Investing is here to stay. This is being driven firstly by a raft of new regulations and legislation coming from the EU around responsible investing, ensuring that investment managers consider carefully the ESG credentials of the assets in which they invest.

The more money people have, the more social debt they tend to be burdened with...

We're always promoting the importance of time IN the market. This graphic nails the importance of it.

If you are weighing up changing to an EV, there are many things you’ll need to consider. 

One of the hard parts about trying to focus on the long-term as an investor is how short-term effects play with your emotions.

Take a values-based approach to managing an inheritance. If you do that, you’re far more likely to be among the 30% for whom an inheritance lasts not 18 months, but for the rest of their life.

The financial challenges of freelancers can be a bit different...