The Bottom Line

By Morgan Williams & Co.
Edale Valley

6 epic UK walks to take on in 2026

National Walking Week is held in May, an annual event designed to get the nation on their feet. It’s designed to encourage people of all ages to enjoy some of the many health benefits of walking, including: Improving your mood Helping you sleep better Boosting your immune system Easing muscle pain and stiffness Helping with...
Read More
A man cycling uphill.

How a marginal gains strategy could improve your wellbeing

When you have big goals, it’s easy to get overwhelmed. Whether you want to make changes to your lifestyle or achieve a lifelong dream, the thought of how far you have left to go can put you off even trying. Rather than focusing on the long road ahead, it can help to take your journey...
Read More
Greek temple

7 timeless financial planning lessons you can discover in classic Greek myths

As Christopher Nolan’s much-anticipated new film, The Odyssey, is due to hit cinemas in the coming months, we can expect a resurgence in interest in the classical Greek myths. Telling the story of Odysseus’s journey home after the battle of Troy, the film brings Homer’s epic poem to the big screen. The hero faces a...
Read More
A man with his head in his hands.

The burnout signs business owners should be aware of

Burnout is a state of emotional and mental exhaustion caused by prolonged stress. As a business owner, being aware of the signs could help you spot when it might be affecting you or your team. According to a survey carried out by the Chartered Institute of Personnel and Development (CIPD) (17 January 2025), two-thirds of...
Read More
A person putting a coin into a money box.

Balancing your goals: 3 options for short-term savings

It’s common to be juggling different goals with various time frames, which can be difficult to balance. Over the next few months, you can read tips on managing short-, medium-, and long-term financial goals, and how a financial plan could help you bring them together on our blog. This month, read on to find out...
Read More
A silhouette of an oil pump.

Investment market update: March 2026

Conflict in the Middle East caused market volatility throughout March 2026. Find out what other factors may have affected your investments. While the ongoing uncertainty may feel unsettling for investors, remember that your strategy reflects your long-term goals and considers periods of volatility. Oil prices rising and ongoing uncertainty led to stock markets falling On...
Read More

Your essential guide to cryptocurrency and tax

Cryptoassets are not regulated financial products so please be aware that trading them carries a considerable amount of risk for your capital. Cryptocurrencies are also not covered by existing consumer protection laws and are not suitable for the majority of investors. As a non-traditional asset, you might overlook paying tax associated with crypto activities. Doing...
Read More
A woman holding cash in her hands.

4 practical factors to consider before saving for retirement outside of a pension

More than half of UK pension savers are also building up retirement savings outside their pension, according to a MoneyAge article (22 December 2025). As pensions provide some useful benefits when saving for retirement, these savers could be missing out. The survey found that people saving for retirement outside a pension were using a mix...
Read More
A man working at a computer.

Why business owners could benefit from working with a financial planner

When you’re establishing a business, it can be easy to neglect your personal finances. You might feel that you don’t have the time, or you simply plan to use your business to support long-term goals. Yet being proactive and working with a financial planner could be beneficial. Here are five reasons to work with a...
Read More