Resources

We’re here to simplify the complexities of financial planning by sharing our knowledge in a straight-forward, plain-speaking way.

Below you’ll find lots of articles designed to keep you up to date on the latest financial news which affects you

Can money buy happiness? It’s the freedom to reach goals that adds value to your life

Research suggests that money can buy happiness, but just as important as your income is how your assets allow you to achieve personal goals.

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The future of the high street: How will Covid-19 affect town and city centres?

The pandemic has had a huge impact on amenities and communities. While a road map for reopening is set out, there could be some lasting changes to your local high street.

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The history of investing: What the past can teach us about market cycles

The stock market crash of 2020 was significant, but while it may feel unique, stock corrections have been happening for centuries.

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5 steps to take for successful business succession planning to prime your firm for growth

If you’re a business owner, succession planning can help you nurture talent within your business and provide security.

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8 pension mistakes that could affect your retirement

Are you making the most out of your pension? Some simple mistakes could affect your retirement. Find out what to avoid here.

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Remain alert when accessing your pension, over £30m has been lost to fraud in 3 years

Pension Freedoms gave retirees more choice when accessing their pension. However, it also means pensions are an attractive target for scammers. Remaining vigilant is important.

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How has Covid-19 affected ESG investing? Signs suggest it could become mainstream

While there were concerns that Covid-19 would have a negative impact on ESG investing, reports suggest the opposite is true. More money is being placed in ESG funds.

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5 excellent hobbies that could help you overcome lockdown stress

If ongoing social-distancing restrictions have left you feeling bored and anxious, you’re not alone. Spending some time on a new hobby can divert your thoughts and improve your wellbeing.

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