As inflation remains stubborn, and interest rates may have to remain higher for longer, recessionary concerns have grown around the world. Read on to discover some of the factors that may have affected your investment portfolio in October 2023.  When reviewing short-term market movements, remember to focus on your long-term investment goals. UK After a...Read More

It’s not too late to book a last-minute Christmas getaway. These fantastic destinations all boast traditional festive markets that are perfect for getting into the Christmas spirit, enjoying a mulled wine, or picking up some gifts. 1. Tallinn, Estonia Dates: 1 December 2023 to 7 January 2024 If you’ve yet to visit Estonia, adding Tallinn...Read More

Planning for your death can be emotionally difficult, but it could be a huge help to your loved ones.  Research suggests administering an estate after a loved one has passed away can affect mental health and finances. Read on to learn more about some of the steps you could take to help your family manage...Read More

Eccentric Willy Wonka boasts a lot of enviable skills as a businessman – he’s innovative, understands his target audience, and inspires loyalty from his employees. But his skills at succession planning left a lot to be desired.  Over the years many actors have taken up the role of Roald Dahl’s iconic chocolatier Willy Wonka. The...Read More

Economies around the world continue to struggle with high inflation and weakening demand affecting GDP. Read on to discover some of the factors that may have affected your investment portfolio in September 2023.  When reviewing short-term market movements, remember to focus on your long-term investment goals. UK Official data shows the UK economy contracted by...Read More

People often think of their financial plan as a way to grow their wealth and provide financial security. You might consider areas like your pension or financial protection to be core parts of your financial plan. Yet, while they’re important, your happiness is essential too.  Financial planning is about helping you reach your financial goals,...Read More