Independent Chartered Financial Planners
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 […]
10 February 2025 Darts is in vogue in 2025, with more than 3 million people tuning in to watch the 2025 Professional Darts Corporation (PDC) World Championships, Sportcal reports. In part, the sport’s surging popularity is down to a British teen, Luke Littler, who stormed to victory over darts legend and world champion, Michael van […]
10 February 2025 In November 2024, Donald Trump was re-elected by US voters, and on 20 January 2025, he was inaugurated into the White House. Having served as President of the United States between 2016 and 2020, he returns to his post after beating Democratic nominee, Kamala Harris, in a closely contested race. Whatever your […]
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 […]
13 January 2025 Life cover can serve as a vital safety net, helping you and your loved ones maintain your standard of living after someone passes away. If you and your spouse are looking to obtain life cover to shield your loved ones from the unexpected, then the two main options available are: Joint life […]
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 […]
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 […]
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, […]
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 […]
14/11/2024 It’s likely that when you picture your upcoming retirement, you don’t envisage making sacrifices to your lifestyle. Instead, you probably imagine living an even fuller, richer, more exciting life than you do now. Of course, to achieve this much-deserved luxury retirement, you will need to accumulate enough wealth first. While you already know this, […]