News and Articles

2023 in review for investors

By | Investments | No Comments
2023 has been an eventful year for investors. To some extent, it has been an easier year than 2022, with equities and fixed-income assets delivering better short-term returns (overall). Most central banks, including the Federal…

5 proven retirement strategies for business owners

By | Retirement | No Comments
As a business owner, it might be hard to imagine your future without your business. After all, you have spent many years building it up and making it a success. Yet a sustainable business eventually…

Critical illness cover – your FAQs, answered

By | Protection | No Comments
Critical illness cover can be a powerful addition to an individual’s wider plan for financial protection. Increasingly, people are recognising the potential impact that illness and injury can have on someone’s wealth (e.g. average UK…

Lump sum vs regular contributions

By | Investments | No Comments
As an investor, one of the biggest questions you may face is how to invest a pot of money (e.g. from an inheritance windfall). Should you invest it all at once, as a lump sum,…
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