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How the benefits of your financial plan go beyond you to your family

A financial plan is rarely focused solely on the person making it. For many, a successful plan also benefits their family. When setting out your goals as part of your financial plan,…
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The difficult but important estate planning conversations to have with your family

An estate plan sets out how you’d like your assets to be managed and distributed during your life and when you pass away. It often involves thinking about difficult topics, such as…
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News

3 steps you can take to financially prepare for illness

The arrival of the colder months means preparing for Christmas, thinking about your new year resolutions, and planning to battle illnesses. Whether you're ill for a few days or you’re diagnosed with…
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News

Mortgage repayments are up 47% in 5 years. Here’s how you could cut yours

Over the last five years, homeowners may have found that their mortgage repayments have increased by more than they expected. Read on to find out why and steps you might be able…
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The Bank of England is predicted to cut interest rates in 2026

The Bank of England (BoE) is expected to make several cuts to the base interest rate in 2026. The move could reduce the cost of your mortgage. Read on to find out…
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News

Investment market update: October 2025

October 2025 proved to be a positive month for many investors, with markets reaching record highs. Read on to find out more about what factors may have affected your portfolio’s performance. Remember…
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4 things to consider when deciding your mortgage term

When you’re taking out a mortgage, you can choose the period you want to repay the loan over. Choosing the right mortgage term could help you balance your finances both now and…
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4 ways homeowners could benefit from rising house prices

Since 2020, 8 in 10 UK homes have increased in value by more than 5%, with an average rise of £60,800, according to figures released by Zoopla in July 2025. What’s more,…
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The pros and cons of overpaying your mortgage

Overpaying your mortgage to clear it sooner sounds like an excellent step to take if you’re in a position to do so. However, it’s not always straightforward, and in some cases, other…
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Guides

What the Back to the Future ripple effect could teach you about financial planning

It’s been 40 years since Back to the Future delighted cinema-goers with its time-travelling adventure. Teenager Marty McFly discovers the power of the “ripple effect”, and it’s something that could be valuable…
Guides

The compounding effect: How it could boost or harm your finances

When a 1920s ad referred to compound interest as “the eighth wonder of the world”, the quote was left unattributed. But that didn’t stop it from becoming synonymous with the celebrated physicist,…
Guides

The home movers guide to mortgages

Whether you’re just exploring your options or already have a property earmarked for your next move, there are some important things to consider when it comes to buying your next home. The…
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