What’s the most important factor affecting the performance of your investments? Your mind might jump to the ups and downs of the market. However, the markets aren’t the starting point of a successful investment: your mindset is.

Once you’ve created an estate plan, you might want to talk to your family about the decisions you’ve made. While these conversations can be difficult, they’re important and could ensure everyone is on the same page.

A financial plan is rarely only focused on the person making it. In fact, for many people, a successful financial plan will have a positive ripple effect, so the benefits are felt by their family too. Find out how your financial plan could support your loved ones.

Venture Capital Trusts were launched 30 years ago and offer a way to invest in smaller companies that have the potential to deliver high growth. Find out why they could be attractive to higher-rate taxpayers and the risks you should consider.

Phasing into retirement could offer emotional benefits by helping you retain your sense of purpose and social connections. In addition, it could support your long-term finances. Find out more about the benefits of retiring gradually.

Markets reached record highs in October 2025 despite ongoing uncertainty and disappointing economic data in some regions. Find out what may have affected the performance of your investments.

Almost half of workers aged over 50 are already phasing into retirement or would like to do so in the future. Find out why a gradual approach to retirement could be attractive, along with some of the options that could allow you to do so.

This Halloween, read about some of the financial “tricks” you might fall for if you’re not careful. Fortunately, working with a financial planner could help you navigate complicated allowances and rules to turn them into “treats”.