Investment market update: March 2021 During March there were reasons to be optimistic. In fact, the Organisation for Economic Co-operation and Development (OECD) raised global growth forecasts following Covid-19 vaccination and stimulus package news around… read more
Everything first-time buyers need to know about the 95% mortgage guarantee scheme The challenges of getting on the property ladder have made headlines for years. In March’s Budget, chancellor Rishi Sunak unveiled a new scheme that could be a lifeline for first-time… read more
The cost of Covid-19: How does pandemic borrowing add up? In 2020, the government spent an unprecedented amount supporting the economy through the Covid-19 pandemic. The economic consequences are expected to be felt for years to come and will no… read more
Technology encourages more investors to seek the “thrill” of trading and take bigger financial risks Technology has made investing far more accessible. You can now invest and make changes to your portfolio with just a few taps on your smartphone. While more people investing for… read more
4 reasons to switch pension providers to boost your retirement savings (and 3 things to do first) Do you know who your current pension provider is? If so, do you know why you chose them? Even when you’re making regular pension contributions, these may not be things… read more
Why opening a pension for a child before they start school can unlock powerful growth It really is never too soon to start investing through a pension. You may not be thinking about the retirement lifestyle that your children or grandchildren will enjoy quite yet,… read more
Guide: Behavioural biases, and how they affect your financial decisions Our latest guide is in partnership with Neil Bage, founder of Be-IQ, a fintech company focused on behavioural insights. The guide gives a fascinating overview of how our behavioural biases… read more
Budget 2021 – The winners and losers A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While his £30 billion package sounded significant, it’s a sum that has paled… read more
Your 2021 Budget summary On Wednesday 3 March, Rishi Sunak delivered his second Budget as chancellor. The Budget outlines the state of the economy and the government’s spending plans. The World Health Organization declared… read more
The 2020/21 end of the tax year guide The current tax year will end on 5 April 2021, a date when many allowances and tax breaks will reset. In some cases, it will be your last chance to… read more
Has the pandemic changed your outlook on life? A client approached me for advice this week. She was worried about money. Her husband was the main breadwinner and his income had dropped significantly during the pandemic. As we… read more
Investment market update: December 2020 2020 was a year marked by volatility and uncertainty. With everything that was going on, you might think that investors finished the year with losses. Yet, world markets ended the… read more
