We came across a quote recently that has really got us thinking, as it hit home on one of the most important aspects of financial planning. The quote is, “Money always moves when life is in transition”.

We carry out a lot of research throughout the year, whether it’s attending conferences and seminars, meeting investment managers and product providers and also carrying out desk-based research. Inevitably from time to time, our reading pile gets a little higher! However this is now a great time of year to make real inroads into that reading.

Rising interest rates will pose a challenge for millennials that they have not encountered before.

What is the position with regard to a relative having to sign an EPA?

Treat your money like a bold child (but also as a best friend)

Turns out extending your lifespan is pretty easy. Just follow these definitive, scientific, time-tested methods.

The idea of retiring early might sound heavenly, but there’s plenty to learn before taking the leap.

Most workers are not saving towards a pension, new figures reveal.