Recent Articles

Converting a Help to Buy ISA to a Lifetime ISA

With help-to-buy ISAs being phased out on 30th November 2019, many people are considering transferring their funds into a Lifetime ISA. You’ll still be able to access existing help-to-buy accounts…

What does the disclosure of investment charges mean under Mifid II?

Mifid II came into effect over a year ago on 3 January 2018. It’s an acronym for Markets in Financial Instruments Directive 2 and, at over 30,000 pages, it’s far…

January Market Commentary

A quiet wind down to Christmas? Everyone leaving their offices early and not much happening in the second half of the month? Nothing could be further from the truth: December…

4 cruises around the British Isles

When you think of a cruise, the first things to come to mind are usually European cities of culture, blue Caribbean oceans or Balearic islands. What many people don’t realise…

New year, new you for your finances

With the new year comes new possibilities, and most of us like to put a resolution in place. While you might not stick to your January gym membership or finally…

How will equity release affect my family?

The choice of whether or not to release equity from your home ultimately rests with you. However, the decision will have wide reaching consequences for your family. It’s sensible, before…