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ESG investing: What is negative screening?
ESG investing provides an opportunity for your investments to reflect your values across three broad areas – environment, social, and…
Why stock market volatility can trigger financial bias
When markets experience volatility, even the most level-headed investor can let their emotions or other influences affect their decisions. Read…
How a cashflow model can turn retirement anxiety into excitement
Retiring should be a milestone you look forward to. It’s a chance to spend your time how you want and…
Investment market update: September 2025
There were ups and downs for investors during September 2025, with disappointing economic data dampening the market at times. However,…
5 stunning winter destinations that are perfect for a last-minute
It’s not too late to book a holiday to explore a new destination in 2025. In fact, the colder months…
AI and the conundrum for ESG investors
In recent years, sustainability as a concept has taken root. Now, most organisations have strict policies in terms of the…
Why working with a financial planner could help you close
It was just 50 years ago that the Sex Discrimination Act 1975 allowed women to open their own bank account…
Don’t have a will? Here’s how your estate would be
A June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will…
How pension and Inheritance Tax policy changes could affect your
From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That…
