Articles & News

Read the latest news, insights, and practical guidance to support your financial planning journey.

ukraine crisis
Investment
Investments and the Ukraine Crisis

What has Happened so Far Tensions between Ukraine and Russia have been a recurring feature since Ukraine’s independence in 1991. Russia began moving troops to

cop26
ESG Investing
COP26 – Has it achieved anything?

What is COP26? In November 2021, Glasgow hosted the 26th Annual COP (Conference of the Parties) event. This summit was organised by the UN to

greenwashing
ESG Investing
What is Greenwashing

The definition of Greenwashing and it’s impact on society. What is Greenwashing you might ask? Greenwashing is a phrase people are increasingly becoming aware of.

Investment Planning
Investment
Advice & Investment Risk Profiling

Slipping through the investment risk cracks Assessing a client’s attitude to risk is a key part of the advice journey. This is generally done using

tax efficient investing
Investment
Tax-Efficient Investing

Why is tax-efficient investing important? Ensuring your investments are as tax-efficient as possible can significantly impact your wealth. Therefore, it is essential to fully utilise

Personal Finance Portal
Investment
Personal Finance Portal

Make the most of your finances. The Personal Finance Portal is an online service that allows clients to monitor all their investments from one place.

investment
Investment
Investing for the long term

March 2020 will long be remembered as a month when information overload was tested beyond imagination. Embattled investors had to deal, not only with an

virus
Investment
Market Volatility and the virus

Long term investment principles The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and

Long Term Volatility
Investment
Short-Term Volatility

The fall and rise of investment markets Unexpected events can sometimes surprise people. The UK’s EU referendum recently caused a flurry of activity across world

Financial Advice
Investment
Poor returns on cash

Traditionally Cash Returns are Lower than Inflation Investors are getting a raw deal on the returns on cash. We can show you how to get