Insights
A connected wealth management experience.
Behavioural finance: The effect emotions could have on your financial
While you might intend to make your financial decisions based on facts, emotions creeping in from time to time is…
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…
Guide: 5 key financial planning steps to consider during a
Going through a divorce can be incredibly emotionally challenging, but it may also represent the beginning of a new phase…
The foods that could improve your gut health
If you want to improve your health in 2025, you might be considering changing your diet or joining your local…
3 insightful property market predictions for 2025
Key changes, like interest rates falling and Stamp Duty thresholds changing, are likely to affect the property market in 2025.…
Fiscal drag: How threshold and allowance freezes affect you
Despite intense speculation that the Labour government would slash tax allowances and exemptions, many are set to remain the same…
The 4 interesting trends that could affect ESG investing in
ESG investing is a relatively small part of the investment market and it’s constantly evolving as it adjusts to challenges…
Behavioural finance: How established habits and experiences could affect your
When you’re making financial decisions, it can be difficult to look at your options objectively. Indeed, factors like your past…
Investment market update: December 2024
Political instability in Europe and further afield affected investment markets in December. Read on to find out what other factors…
What the 2025 Stamp Duty changes mean for the property
During the Autumn Budget, chancellor Rachel Reeves unveiled an increase to Stamp Duty that could affect buyers of second homes…
The surprising benefits of dry January
As we approach the end of the year, you might be thinking about the changes you want to make in…
Research: The perils of chasing stock market “winners”
Following the stocks and shares that have experienced impressive returns can seem like fun and a way to make the…
Investment market update: November 2024
On 5 November 2024, US citizens voted for their next president, and the election had a knock-on effect on investment…












