Our Blog

Welcome to our regular Insights — keep up to date with our latest news, updates and guides dedicated to guiding families and future generations through the complexities of financial planning with clarity, care, and expertise.

Latest posts

Moving house? Don’t forget the protection review

Research shows 32% of policyholders never update their cover after moving, leaving potential gaps. Life changes—like a new home or mortgage—mean it’s time to check Life Insurance, Income Protection, and Critical Illness Cover. Make sure you don’t leave gaps in your protection. 

Monthly payments increase home insurance cost by a third

New research suggests that the extra cost associated with paying monthly can be as high as 33%. It makes a big difference as to whether you pay for home insurance cover monthly or annually. The research also found that the timing of the renewal can make a major difference to the total cost. 

Brits missing out on important money conversations 

A recent survey shows Brits are more likely to discuss politics (50%) than finances (29%) at the dinner table. Gen Z (42%) and Millennials (37%) talk money more than older generations. With Talk Money Week 2025 (3–6 Nov) coming up, it’s the perfect reminder to pause and review your finances.  

Economic Review – December 2025

In our Economic Review of December – the Bank of England (BoE) warn further reductions were likely to become a ‘closer call,’ analysts suggest uncertainty ahead of the Budget affected growth, negatively impacting both consumer and business spending levels and retail conditions remain challenging.

Commercial Property Market Review – December 2025

UK commercial property faces shifting taxes, rising regional office rents, resilient West End investment, and growing demand for let-ready space

Property Review

UK commercial property faces shifting taxes, rising regional office rents, resilient West End investment, and growing demand for let-ready space

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