Alison wins team leader of the year 2023

We are so happy to announce Alison won Team Leader of the year award at the Women In Finance Advice Awards 2023.

Insights
Lighthouse Standing In Pool Of Water Stunning Sunset Reflection Reflected
New tax year: maximising opportunities at every life stage

At a glance Individual savings accounts (ISAs) and pensions are core pillars of financial planning, given their favourable tax treatment. Financial priorities evolve through life, making regular reviews essential. Everyone’s circumstances are different, so solutions should reflect individual need, goals and circumstances. Household finances continue to be squeezed in 2026. With income tax thresholds frozen […]

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Insights
Woman Holding Orange Shopping Basket In Supermarket Checking Grocery List
What might stagflation mean for you?

At a glance Stagflation is the term used to describe a period of high inflation and weak economic growth and employment. This combination can be problematic for central banks and governments. While returns are typically weaker during such periods, holding cash when inflation is high brings its own risks. Rising inflation and weak growth have […]

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Insights
Gold In Bullion. Gold For Trading. Gold And Banking Concepts.
Is all that glitters fool’s gold?At a glance

At a glance Gold has been a key store of wealth for thousands of years. After reaching historic highs at the start of 2026, gold prices have fallen sharply since the Iran war began. There are other assets that can fill defensive or momentum-based requirements within a portfolio. After two years of rapid price increases, […]

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