Insights
A connected wealth management experience.
How to remain calm amid Autumn Budget speculation
The importance of remaining calm is often something that’s talked about when discussing investment market volatility. But there are other…
Investment market update: July 2025
The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to…
How the “blue dot theory” could influence your life
Do you consider yourself an optimist or a pessimist? The “blue dot theory” could suggest that humans are hard-wired to…
Everything you need to know about Stamp Duty
When you’re buying a property, Stamp Duty can be a significant expense that you need to consider. So, read on…
5 powerful Warren Buffett lessons that could benefit ordinary investors
After more than five decades at the helm of Berkshire Hathaway, legendary investor Warren Buffett has announced he’s retiring at…
5 surprising and unconventional economic indicators
How do you judge whether an economy is sliding into a recession? Some unconventional theories suggest looking at the hemline…
Why “boring” investments could be exciting long term
Opting for a “boring” investment strategy could be the route to returns that allow you to make exciting lifestyle decisions…
Investment market update: June 2025
Trade tariffs continued to affect investment markets in June 2025, though uncertainty did start to ease. However, rising tensions in…
Report: Social connections and kindness essential for wellbeing
The 2025 World Happiness Report has been released, and this year, it has highlighted the importance of social connections and…
The mortgage essentials you need to know when downsizing
Around 15% of homeowners are considering downsizing during the next five years, according to a MoneyAge article from April 2025.…
How to use the “gifting from income” rule to reduce
According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance Tax (IHT)…
How technology could be harming your investment decisions
Technology has made it easier than ever to invest and review the performance of your portfolio. Yet, it could also…
How to improve your financial resilience
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book, and also the Four Cornerstones…
