How to stop following the investment crowd and stick to your strategy

We’re only weeks into 2025, and it’s already been one filled with market volatility and uncertainty. At times like this, being part of a crowd might feel comforting, but following…

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Business owners: 5 reasons you could benefit from saving into a pension

Building a business can be exciting and rewarding, and it might play a key role in ensuring you’re financially secure now and in the future. Yet, focusing all your attention…

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Investment market update: January 2025

Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025, but there was positive news too. Read on to discover some of the factors…

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Guide: The surprising benefits of choosing a “living legacy” for your loved ones

Leaving wealth behind for your loved ones may be a priority when developing your financial plan. After all, you’ll likely want to see your family thrive and an inheritance could…

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Why your financial plan could benefit more than you by creating a legacy

You might think of your financial plan as being a way to help you reach your life goals. But it could benefit more than just you. As a financial plan…

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Why a change of location could help you get out of a “creative rut”

If you’ve ever struggled to find motivation, you’ll know how draining it can feel to push through and finish your work. Getting out of a rut can be difficult but…

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The pensions basics you need to know as a self-employed worker

As a self-employed worker, managing your finances can be more complex. One area you might have overlooked or be unsure where to start with is saving for your retirement. According…

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5 smart reasons why retirement planning should start in your 30s and 40s

If you’re working and contributing to your pension, you might think you don’t need to do any more retirement planning just yet. However, seeking retirement advice in your 30s and…

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4 valuable ways lifetime cashflow forecasting could give you financial confidence

Lifetime cashflow forecasting is a core part of financial planning that could help you understand how your future may look. It could provide essential information that means you’re able to…

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Investment market update: October 2024

While inflation is stabilising in many major economies, markets continue to experience some volatility, which may have affected your investment portfolio. According to the latest International Monetary Fund’s Global Financial…

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Your Autumn Budget update – the key news from the chancellor’s statement

Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that…

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Guide: Your retirement choices: How to generate an income in later life

Retirement on your terms is likely to be one of the key elements of your financial plan. So, as you approach or reach retirement, now is the time for you…

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