Pandemic sparks a surge in over-50s seeking professional financial advice The coronavirus (COVID-19) pandemic has sparked a surge in people over 50 seeking professional financial advice[1]. For many, a sudden … Read More
International Women’s Day, Interview with Rebecca Mattingley
How did you get started in Financial Services? When I left University, I went into marketing and found that it wasn’t for me. I fell into financial services, through temping … Read More
Oil Moves Centre Stage
Markets continue to be dominated by the terrible events unfolding in Ukraine. Global equities last week lost 1.5% in sterling terms with a wide dispersion in performance between markets. European … Read More
Post-lockdown boost to financial wellbeing fades
Continuing impact on people’s physical health and financial wellbeing The coronavirus (COVID-19) pandemic has had, and will continue to have, a major impact on our lives. It is not just … Read More
A Heartless Market
Markets were dominated last week by the full-blown Russian invasion of the Ukraine. Following initial declines of 3-4%, the major markets subsequently rebounded and regained the bulk of their losses on … Read More
Investing with impact
How ESG creates long-term value It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental.
Back From The Brink?
Markets were dominated last week by the growing expectation that a Russian invasion of the Ukraine was imminent. Global equities ended the week down 1.5%, back around their late January … Read More
Are your retirement plans in order?
A third of Gen Xers not confident they can fund their retirement One in three (31%) Generation X members (those born between 1965 and 1980) do not feel confident they … Read More
Conflict Beckons
Markets remain volatile. Global equities started last week on a firm note but ended some 0.5% lower and are down 2% this morning. These declines take them back down to … Read More
Lets talk about… Pension or ISA?
We are often asked the question – “Should I save into a pension or an ISA?”. While there is not a simple one-size-fits-all answer, there are circumstances that could dictate … Read More