We make you Smart and Confident
about your finances for the future

If you’re searching for your next holiday destination, look no further. This exciting guide looks at 10 incredible places you can visit during winter in the UK, whether you want to experience a magical Christmas wonderland or relax in the sun.

With Christmas on the horizon, your divorcing clients may be experiencing heightened stress levels. Discover some practical tips for helping them cope.

Find out why women are more likely to initiate divorces than men and discover three tips to help you understand and support your female clients' unique needs.

As “Divorce Day” approaches on Monday 8 January, discover four initial financial steps for women to take to help them prepare for divorce and plan for the future.

As a key deadline falls on 5 April 2025, discover three simple steps that could help you boost your State Pension and enhance your retirement income.

Traditionally, families have passed on wealth through an inheritance. Yet, choosing a “living legacy”, where you pass on assets during your lifetime, could benefit both you and your loved ones. Read this useful guide to discover the key benefits of choosing a living legacy, as well as the potential downsides.

DIY investing is filled with potential dangers, especially for your divorcing clients who may be more vulnerable. Find out how a financial expert can help.

Periods of uncertainty, such as the cost of living crisis, could lead to overwhelming financial anxiety. Learn how to soothe these feelings and regain control.

Learn about the pros and cons of using a Pension Attachment Order or "earmarking" to share your pension assets during divorce, to find out if it's right for you.

Single people may need to save more for their retirement than they realise. Find out why and learn three helpful tips for building a comfortable retirement fund.

Halloween is full of spooky fun, but these 4 saving and investing mistakes could be truly frightening. Find out how to avoid them and keep your plans on track

Find out 4 ways divorce solicitors could benefit from working closely with a financial expert. Together, you could better support the unique needs of your clients

Find out how a financial expert can help your high net worth clients navigate divorce and effectively manage the division of their extensive and complex assets

Your pension could be one of your most valuable assets. Find out how to use "pension offsetting" to share your pension assets during a divorce

Financial abuse is an often under-discussed topic that sadly affects many people, especially women. Read about how to spot the signs of economic abuse here.

Recent market volatility has spooked some investors – but there’s no need to panic. Read four simple ways to stay positive about investing in times of uncertainty.

A recent study revealed the UK’s most common retirement regrets (Canada Life, 2024). Learn how your divorced clients could avoid these regrets here.

The annual review is more than just a check-up – it’s a chance for a financial planner to spend some time getting to know their clients. Read more here.

The financial aspects of getting divorced may feel overwhelming, but prioritising these four urgent financial matters could help your clients gain a sense of control.

You may have some clients who feel ashamed and embarrassed about their financial behaviours. Find out how to offer support and boost their confidence.

Find out what a Pension Sharing Order is and discover how obtaining one when you're getting divorced could benefit your long-term financial security.

Losing your spouse or civil partner is an unthinkable event. But being prepared, by understanding how your financial plan could change, may help you cope.

The world’s most successful investors are known for consistently delivering above-average market returns, and they offer practical lessons that could guide your approach to investing too. Discover some powerful investment lessons by downloading your copy of this useful guide.

Thousands of athletes are descending on Paris for the 2024 Olympics this summer. It’s not just natural talent and a dedication to training that’s helped them reach this incredible goal, but their mindset too. Discover some of the powerful Olympic lessons you could apply to managing your finances in this useful guide.

Discover three key questions your divorcing clients may ask you about managing their finances. A financial planner can offer the help they need at this difficult time.

Find out how social media "finfluencers" could be affecting your clients’ financial wellbeing and discover three ways you could help them protect their wealth.

For women going through a divorce, careful planning is crucial to protect your future financial security. Discover four common financial mistakes to avoid.

Is a fear of loss driving your financial decisions? Discover three practical steps you could take to overcome loss aversion and progress towards your financial goals.

What do you need to do to invest successfully? Choosing the “right” assets might come to mind first. However, one important aspect you might overlook is your behaviour and mindset. Read our useful guide to discover which investment behaviours could improve outcomes. 

Getting the most out of your retirement is about more than organising your finances. Finding your purpose and considering what makes you happy could help you enjoy the next chapter of your life. Discover some of the steps you can take to embrace retirement. 

The UK goes to the polls on 4 July with the economy a key battleground. Here’s what the 2024 general election could mean for your finances.

Research shows women have to work for 19 more years to generate the same retirement savings as a man. Here’s how divorce can exacerbate pension inequality.

Financial vulnerability is something that many divorcees, particularly women, experience. Learn three vulnerabilities that could affect your divorcing clients.

Research shows that many children may lack essential money skills in adulthood, so read five tips to help you teach your children valuable money lessons.

With 1 in 10 women forced to give up their job due to menopause symptoms (Fawcett Society, 2022), read four practical steps you could take to protect your wealth.

Rules governing how Pension Sharing Orders might affect pension Lifetime Allowance Protection can be tricky to navigate. Here’s a useful explainer of the key issues.

Your clients could be experiencing a knock to their financial wellbeing during a divorce. Here are five ways you could help improve it over the long term.

Find out what your "money mindset" is and learn how to create a more successful way of thinking that could help you achieve your long-term financial goals.

Divorce can knock your self-esteem, especially as a woman. Learn two powerful ways to boost your investing confidence as a divorced woman here.

Read about the top three financial challenges facing divorced women in 2024 and discover practical steps your clients could take to tackle them.

When it comes to determining a lump sum payout on divorce, the Duxbury calculation is a common place to start – but it has limitations. Find out more in this useful guide.

Blended families can be vulnerable to inheritance disputes when a person passes away. Discover three estate planning tips for a smooth transition of assets.

The financial effects of divorce often continue after the legal part is over. Here are three reasons for women to prioritise retirement savings when divorcing.

Dealing with financial problems for the first time can be extremely daunting and when they are part of a divorce settlement the emotional pressure can seem overwhelming

A quick Google search shows that 42% of marriages in the UK end in divorce, but with the additional pressures that COVID-19 has presented the nation, this figure is likely to increase.

Some 42% of marriages in England and Wales end in divorce and many make big mistakes when dividing the assets. What seems like a good idea for the short term, may have a detrimental effect in the longer term.

Women often have an emotional attachment to the family home when dealing with divorce but this can have disastrous financial consequences.

In my experience, women often ignore the question of their partner’s pension and, understandably, focus on the family home which provides security at a very difficult time even though it may not be the right thing to do for their long term financial health.

How often do you receive a bank statement for a savings account and feel deflated when you see the measly amount you have earnt in interest? You are not the only one…

Many companies hold cash on deposit as they have no immediate plans for it which means over the years substantial sums tend to build up. But given falling interest rates and rising inflation option is becoming less attractive, so here are a few ideas things that may help…

Why a good financial adviser can be as useful as a Sat Nav...

With the end of the tax year looming (5th April), now is the perfect opportunity to make use of any tax or personal allowances that you have not yet used. But be quick, as many are “use it or lose it”.

A good financial adviser is like a good mechanic: you likely will need one at some point in your life, it could save you a sizable chunk of money, and many people have no clue where to start when it comes to finding one.

Many people think that the only way to avoid Inheritance Tax (40%) is to gift money out of their estate or put the money into trust. But there is another way.

Following the rejection of the Government’s proposed EU withdrawal agreement on 15th January, there remains the possibility of the UK leaving the EU without a deal.

A simple pension “health check” will help keep you on track for retirement.