Skip to main content

Will the UK government scrap Lifetime ISAs?

Author

10 February 2025 The Lifetime ISA (LISA) is one of four adult ISA options that could help you save and invest efficiently. Introduced by former chancellor, George Osbourne, in 2016, the LISA has two key purposes: Indeed, the LISA shares similar functions to Cash ISAs and Stocks and Shares ISAs, but with additional perks and […]

Your Q4 2024 global market update

Author

13 January 2025 Welcome to your Q4 2024 global market update. Here, you’ll find a breakdown of how global stock markets performed between October and December 2024. Below is a table demonstrating the performance of six key world indices performed in Q4 and throughout the year. Source: JP Morgan As you can see, some regions […]

3 crucial investment lessons to learn from market events in 2024

Author

13 January 2025 Looking back on 2024, it’s fair to say that it was somewhat of a tumultuous year marked by volatility and significant market events. Indeed, from interest rate changes to major elections across the globe, the economic landscape was uncertain at times. Fortunately, despite some events causing uncertainty, markets ended the year on […]

It’s a Wonderful Life: 4 important financial planning lessons you could learn from this iconic Christmas film 

Author

11 December 2024 It’s Christmas – and what is Christmas without sitting down to watch your family’s favourite films under a warm blanket? For many, It’s a Wonderful Life epitomises everything magical about Christmas: an unlikely, heartwarming story about the true value of community and family. What’s more, the film contains a handful of helpful […]

3 ways to shape up your financial plan in 2025 

Author

11 December 2024 With just a few weeks left of 2024, you might be setting new year resolutions that you believe will improve your quality of life. These might be diet-related, fitness-focused, or to do with your career. While you’re at it, it may be useful to think about ways that you could improve, alter, […]

Our 2024 year in review 

Author

11 December 2024 As 2024 draws to a close, we’re taking a moment to reflect on the year and cast our eyes towards what 2025 might hold. The markets have provided a more positive backdrop to client portfolios in 2024 and we’ve made great progress with many clients’ financial plans. As a firm, we’ve had […]