The last 12 months have been interesting for investors, with the market experiencing volatility. Discover some valuable insights from 2025.

In November 2025, concerns of an AI bubble affected the markets, but there were still highs. Find out what else may have influenced the performance of your investment portfolio.

The chancellor has delivered the government’s Autumn Budget. Here’s a summary of the key announcements and what they could mean for your financial plan

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.