Our blog
Our latest news, views and thoughts.
Can financial planning bring the ‘wow’ factor? I certainly hope so
In my opinion, financial planning should inspire. It should even have a bit of a ‘wow’ factor.
How your financial planner helps you get maximum value out of life
Tell me what you want, what you really, really want
What’s the difference between a financial planner and adviser – and does it matter?
All financial planners offer advice. But not all advisers are planners.
What kind of sustainable investor are you?
You might be an idealist, a pragmatist – or only have a passing interest – but ESG investing covers a broad range of goals.
6 nasty pension surprises you definitely want to avoid
If you don’t take care of your pension it could end up working against you.
Stocks vs cash: what should you do?
If you’ve been feeling uninspired by slow investment returns in the last few years and you’re worried about the impact that the cost of living could have on your wellbeing or lifestyle, you might be tempted to sell your stocks and keep your money in the bank instead.
Greta Thunberg’s stance is bold, but is there another way?
The move to divest from companies can be effective, but risks ignoring the subtlety and nuance of what they have to offer.
The sobering truth about ‘exciting’ investments
There are many ‘exciting’ opportunities to invest out there. The big question however is, are they as promising as they may seem?
Why annuities are making a comeback
Like wide legged trousers and flip phones, annuities are back in fashion. However, that’s not to say they’re right for everyone.
How to protect yourself from scams
Scams have come a long way since the ‘Nigerian Prince’ emails of the ‘90s and 2000s. Let’s take a look at some of the most common scams and how you can protect yourself.
ChatGPT: friend or foe for your financial advice?
Artificial intelligence (AI) is becoming increasingly sophisticated. But when it comes to financial advice, you can’t beat human interaction.
Everything you need to know about Venture Capital Trusts
They’re not for everyone. But, if you’ve already maxed out your pension and ISA allowances for this tax year, a Venture Capital Trust might be an option.
Reasons to be cheerful in 2023
Financial markets thrive on certainty and, whichever way you cut it, 2022 was a challenging year. The good news is, we can be much more positive for 2023.
What in the (virtual) world is the metaverse?
What does the creation of the metaverse mean for the future – and how does it impact us as responsible investors?
Would you trust your finances to a social media star?
TikTok and Instagram have emerged as unorthodox places to get money advice.
What the new political era means for responsible investing
A new king and a new prime minister. What does a new era of politics and monarchy mean for responsible investing?
The mini-budget and the current market
It's been a busy few days in the economy and financial markets so I thought I would send you an email to give you our view of the current situation.
The social impact of technology
Social impact doesn’t always get the same level of attention as other aspects of Environmental, Social and Governance investing – but that doesn’t make it any less important.
Why being boring works
Short-term volatility can scare some investors into deviating from their investing philosophy, as they try to chase higher returns. But it’s a good idea to resist that urge to ‘just do something’.
This is the real value of financial advice
When people started to notice inflation picking up at the end of last year, most economists confidently predicted it was only temporary. The mood has changed a little since then.