Early in May, Daniel was invited to attend the Annual General Meeting for the Sussex branch of the Chartered Insurance Institute to receive an award for ‘Best Completed Diploma in Financial Planning’. This was a great event hosted at the Amex Stadium. The event celebrated both the institute’s recent events and exciting plans for the future, whilst also…
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Investing is not a ‘set and forget’ process. Good investing requires one to be open-minded to evolutions in the approach through a constant process of challenge. At our internal Investment Committee meetings, we continuously monitor investment research to identify if there is anything out there that might enhance the experience we deliver, be it risk reducing, performance enhancing, or a…
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This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He has written more than 115 episodes of the Financial Wellbeing Podcast and founded the Institute for Financial Wellbeing. Whether money makes someone happy is a question that provokes…
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When you’re creating an estate plan, there are a lot of areas you might need to include, from considering tax liability to naming your beneficiaries. It’s an important part of your financial plan and, if you want to protect or provide for younger family members, there might be some additional steps to take. In simple terms,…
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24% of people think all their savings are tax-free, according to a Lloyds Bank survey carried out in February 2025. However, they could be in for an unexpected shock, as the interest earned on savings might be liable for Income Tax. The good news is, there are often ways…
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Financial protection could provide you with a cash boost when you need it most, and there’s more than one type to consider. Last month, you read why financial protection provides a crucial safety net should you face an unexpected shock. Now, read on to find out more about some of the key options. 2…
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When you think of famous wine regions, your mind might go to Bordeaux, Tuscany, or Napa Valley. However, some incredible vineyards and wineries are much closer to home. While it’s often overlooked, English wine is becoming increasingly popular and regularly wins international awards. According to Wine GB’s…
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We are absolutely delighted to share the wonderful news of the safe arrival of Baby Loxley, born to Jodie and her husband Harry on 12th March, weighing a healthy 8lb 8oz. Loxley is already settling in beautifully as the adored little brother to Freddie, and we couldn’t be happier for the whole family…
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Data released by Scotland’s largest health board has highlighted the potential challenges families could face if a loved one doesn’t have a Power of Attorney in place. According to a BBC report, in NHS Greater Glasgow and Clyde, a third of patients who are delayed getting out of hospital…
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Are you planning a city break this summer? With so many destinations to choose from and pros and cons to weigh up, deciding on a location might feel overwhelming. Luckily, Which? recently released the results of a survey where they asked over 1,500 members to rate their experiences of…
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