News & Articles

Learn how to manage investment risk in 2025 with smart strategies to protect and balance your portfolio.

Learn how to choose a realistic interest rate for your 2025 retirement plan, with expert guidance, examples, and key return assumptions.

This article explains how to choose a realistic growth rate for your retirement savings by considering risk tolerance, time horizon and investment mix, helping you build a flexible plan that supports your long-term goals.

In this Market Commentary, we examine inflation remaining at an 18-month high, the Bank of England's decision to hold interest rates at 4.0%, and signs of weakening economic growth momentum. We also explore the cooling jobs market, retail sales performance, and positive movements across UK and global markets in September.

Find out how to set financial goals that truly drive business success. From revenue and profit margins to expense control and growth, this article shows how aligning goals with strategy ensures clarity, sustainability, and measurable progress.

Discover how smart retirement planning and tax-efficient strategies can help you maximise income, minimise tax, and enjoy your golden years stress-free.

UK-focused guide to tax-efficient investing: use ISAs and pensions, prefer low-turnover funds, shelter income-heavy assets, time disposals to manage CGT, offset gains with losses, and assess VCT/EIS, tailored so you keep more of your returns.

A clear, compact playbook for resilient investing - blend different assets, widen exposure beyond the UK and keep tuning your plan as markets and life milestones evolve.

This month's Market Commentary highlights the UK’s growth figures from the second quarter, along with the Bank of England's narrow vote to cut rates, and inflation rising to an 18-month high. We also cover the latest on government borrowing, market performance, and rising gold prices.