Insights

Behind all great advice is in-depth knowledge. Here’s everything you need to know about pensions, property, government fiscal policy and the state of the UK economy. We’ll explain what it all means for you and finances.

Investing in 2026: Opportunity ahead in a changing world?

Investors enter 2026 with cautious optimism as inflation, trade tensions and geopolitical uncertainties persist. Data centres may sustain growth opportunities despite concerns about an AI bubble. The IMF predicts uneven global growth, so diversification will remain key this year. 

Planning with purpose in 2026

A study found that personal values are the strongest motivators for UK adults when it comes to financial planning. When your financial goals reflect your deeper motivations, planning feels less like a task and more like a path toward fulfilment.

News in Review

This week's edition covers geopolitical tensions, global economic forecasts and signs of renewed UK market resilience.

News in Review

Interest rates edge lower, tax relief eases pressure on farmers, retail footfall rises and the FTSE breaks new ground

In the news

Buyers are willing to pay a premium for a home with a sea view. One million UK homes have risen in value by at least 50% since 2020. And 37% of homeowners have some regrets about the property they bought.  

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.

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