Recent Articles

The new Lifetime ISA is here: the pros and cons

The Lifetime Individual Savings Account, also known as the Lifetime ISA or simply “LISA”, is the brainchild of former Chancellor George Osborne and has finally arrived at the beginning of…

Theresa May calls surprise early election

During a surprise announcement outside Downing Street on the morning of 18th April, Theresa May set the date of the next UK general election as the 8th June 2017, almost…

April Market Commentary

Introduction It’s tempting to think that Brexit is the only story worth reporting: in fact, there was plenty happening in March, from elections in Holland to a rate rise in…

What financial wellbeing means for your health

The latest Financial Wellness Index has revealed that people with very little savings and those who are struggling to pay their bills are also those who are suffering from poor…

Which is best? Save or invest?

Whilst you might expect an increase in the cash and investment ISA limit to be welcomed, at least one dissenting voice has come from Steve Webb, former Pensions Minister and…

How will your spending habits change in retirement?

It will come as a surprise to nobody that retirement is one of the biggest lifestyle changes you’ll ever experience. But as your priorities shift and the free time available…