Insights, updates and practical financial thinking..
Our blog is where we share articles, commentary and guidance on financial planning, investment thinking and the issues that matter to clients and families over time.
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The mid-year compass: Investing when the signals refuse to agree
The UK economy is growing over three months, yet contracted in April on its own. Inflation is...
The market has stopped whispering: Why 2026 is testing investor temperament
Investors are being asked to hold several uncomfortable ideas at once: the economy can grow and...
The great British financial drawer
The drawer performs a valuable social function. It allows us to say, "I've put it somewhere safe,"...
Retirement is not a date: Building a plan for the first five years
The financial services industry often focuses on a number: how much is enough? It is an important...
ISAs in 2026: The quiet power of a simple tax wrapper
The basic idea is straightforward. An ISA is a tax-efficient account. Money held inside it can...
What “good outcomes” mean behind the scenes
That phrase can sound simple, even obvious. Who would argue for bad outcomes? But in practice it...
Confessions of a financial plan: What your money would say if it could talk
If financial plans could speak, most would not begin with spreadsheets, projections or elegant...
The 2026 retirement gap: Is 14% enough?
Recent research suggests that only around 14% of UK workers are on track to retire at their...
The hidden fortune: Why pensions are the new battleground in divorce
Divorce has always involved dividing what can be seen: the house, the cars, the savings. What is...