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Articles and guides
Clear, practical articles on pensions, investing and getting good financial advice – written by our Chartered Financial Planner.
Pensions and inheritance tax from April 2027
From 6 April 2027, most unused pensions will count towards your estate for inheritance tax. Here's what's changing and what you can do.
Read article →Scottish taxpayers: are you claiming all your pension tax relief?
If you live in Scotland and pay into a pension, part of the tax relief you are entitled to may not reach you automatically.
Read article →Top Rated Financial Adviser Guide 2026
We are delighted that our commitment to providing top-quality financial advice has been recognised once again.
Read article →Is my money safe with a financial adviser?
Firstly, you need to make sure that your adviser is authorised and regulated by the Financial Conduct Authority.
Read article →How much does a financial adviser cost?
If you're looking to secure your financial future and achieve your goals, you may consider using a financial adviser.
Read article →Is financial advice worth it?
Navigating personal finance and investments can be a daunting task – so is paying for advice worth it?
Read article →Top Rated Financial Adviser Guide 2025
We are delighted that our commitment to providing top-quality financial advice has been recognised.
Read article →Financial adviser vs financial planner – is there a difference?
When it comes to managing your finances and planning for the future, seeking professional help is a wise move.
Read article →How to choose a financial adviser
One of the most important decisions you will make about your finances is choosing the right adviser.
Read article →Top Rated Financial Adviser Guide 2024
We are delighted that our commitment to providing top-quality financial advice has been recognised.
Read article →Navigating the markets: a year in review
As we navigate the ups and downs of the financial world, it's a good idea to check in on how our investments have performed.
Read article →State Pension: what is the triple lock?
The State Pension 'triple lock' was introduced in 2011, and there have recently been calls to revisit it.
Read article →Maximising your retirement income: the impact of market fluctuations
Pension investors face a crucial decision at retirement: stay invested and draw an income, or secure a guaranteed one.
Read article →How has the FTSE 100 performed against other indexes?
If you are invested in the UK stock market, you are likely to keep an eye on the FTSE 100.
Read article →Can I withdraw money from my pension?
You can usually start taking money from your pension once you reach age 55 (rising to 57 from 2028).
Read article →Top Rated Financial Adviser Guide 2023
We are delighted that our commitment to providing top-quality financial advice has been recognised.
Read article →What is a SIPP (Self-Invested Personal Pension)?
Self-Invested Personal Pensions (SIPPs) are essentially personal pensions with a wider choice of investments.
Read article →The importance of diversifying your investment portfolio
Diversification is a key principle of investing that can help to manage risk.
Read article →Investing through a recession
As the UK economy struggles, many investors are concerned about how to protect their investments.
Read article →Financial advisor or financial adviser?
Should the person who helps you manage your finances be called a financial advisor or a financial adviser?
Read article →Pension vs Stocks and Shares ISA: which is better for retirement saving?
When it comes to saving for retirement in the UK, there are two main options: a pension or a Stocks and Shares ISA.
Read article →Do UK-based investors have too much exposure to the FTSE 100?
Globally, investors tend to invest more in their own market than in global equities. This is called home bias.
Read article →Investing in times of uncertainty
Markets are experiencing extreme volatility – a variety of factors can affect the price of shares.
Read article →Have a question about your own situation?
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