Latest Financial News and Insights

Industry news, Articles

Posted on 21/07/2021 by Sue Stevens

Square Mile Quarterly Report July 2021.

Articles

Posted on 16/07/2021 by Mark Dunning

Mind your Business.

Articles

Posted on 06/07/2021 by Nigel Cobb

Making the most of your State Pension.

Articles

Posted on 15/06/2021 by Nigel Cobb

The £33,000 cost of trying to time the market.

Articles

Posted on 03/06/2021 by Mark Dunning

Reasons to be cheerful Part 4 - Inflation.

Articles

Posted on 13/05/2021 by Nigel Cobb

Investing in small growth businesses?

Articles

Posted on 29/04/2021 by Nigel Cobb

Should you consider investing in a VCT?

Articles

Posted on 20/04/2021 by Mark Dunning

The Early Bird Investor.

Articles, Personal case studies

Posted on 13/04/2021 by Nigel Cobb

Do you need critical illness cover?

Articles

Posted on 31/03/2021 by Mark Dunning

Investing for the next generation.

Industry news, Articles

Posted on 17/03/2021 by Nigel Cobb

Inheritance Tax planning for those who have lost 'capacity'.

Industry news, Articles

Posted on 03/03/2021 by Sue Stevens

Rishi delivers 2021 Budget.

Newsletters

Posted on 01/03/2021 by Sue Stevens

Clarity Newsletter: Spring 2021.

Posted on 18/02/2021 by Helen Webb

Rishi's 2021 Budget - potential changes.

Industry news, Articles

Posted on 19/01/2021 by Nigel Cobb

Why consider a VCT investment with an ISA.

Articles, Personal case studies, Other

Posted on 28/12/2020 by Nigel Cobb

Home care services. Helping you to continue living in your home.

Posted on 21/12/2020 by Sue Stevens

What is the outlook for the property market?

Articles

Posted on 02/11/2020 by Nigel Cobb

Protection for when you may need it most.

Articles, Personal case studies

Posted on 22/10/2020 by Sue Stevens

Can equity release help to make your dreams come true?

Articles, Newsletters

Posted on 16/10/2020 by Mark Dunning

Retirement anyone?

Industry news, Articles

Posted on 30/09/2020 by Nigel Cobb

Do you trust Trusts?

Industry news, Articles

Posted on 17/09/2020 by Sue Stevens

COVID-19 update.

Articles

Posted on 10/09/2020 by Mark Dunning

Time in the market vs Timing the market.

Industry news, Articles

Posted on 14/07/2020 by Sue Stevens

Covid-19 and your personal finances.

Industry news, Articles, Personal case studies

Posted on 03/08/2020 by Nigel Cobb

Why you need income protection.

Industry news, Articles, Newsletters

Posted on 08/07/2020 by Sue Stevens

Stimulating the economy.

Industry news, Articles

Posted on 25/06/2020 by Mark Dunning

The Other ‘R Rate’ - Recession

Industry news, Articles, Other

Posted on 14/06/2020 by Sue Stevens

Where are markets now?

Industry news, Articles, Other

Posted on 12/06/2020 by Sue Stevens

Cakes, glorious cakes!

Industry news, Articles, Other

Posted on 27/05/2020 by Nigel Cobb

GDP growth and investments - what you should know.

Industry news, Articles, Personal case studies

Posted on 19/05/2020 by Sue Stevens

What has happened to financial markets in Qtr1?

Industry news, Articles

Posted on 12/05/2020 by Mark Dunning

When the stock market is down.

Industry news, Articles, Personal case studies, Business case studies, Other

Posted on 30/04/2020 by Sue Stevens

Seeing life cover in a different way after Covid-19.

Industry news, Articles, Personal case studies, Business case studies

Posted on 28/04/2020 by Nigel Cobb

Self employed and retirement provision.

Articles, Newsletters

Posted on 16/04/2020 by Sue Stevens

How could Covid-19 affect your finances?

Industry news, Articles, Newsletters, Other

Posted on 27/03/2020 by Mark Dunning

COVID19 – Further Government Support

Industry news, Articles, Other

Posted on 25/03/2020 by Sue Stevens

Market update March 2020

Industry news, Articles, Other

Posted on 24/03/2020 by Mark Dunning

Diversification: ice cream and umbrellas.

Industry news, Articles

Posted on 18/03/2020 by Sue Stevens

Business continuity plan - Covid-19

Industry news, Articles, Newsletters

Posted on 13/03/2020 by Sue Stevens

Hard advice to follow.

Industry news, Articles, Newsletters

Posted on 11/03/2020 by Mark Dunning

Budget overview - March 2020.

Articles, Newsletters, Personal case studies

Posted on 05/03/2020 by Nigel Cobb

Take control of your future.

Industry news, Articles

Posted on 07/02/2020 by Nigel Cobb

Encouraging young people to invest in their financial future.

Articles, Personal case studies

Posted on 15/01/2020 by Sue Stevens

Thinking about buyng your own home?

Articles

Posted on 20/01/2020 by Nigel Cobb

How Investment Bonds could help with long term care costs.

Industry news, Articles

Posted on 07/01/2020 by Sue Stevens

Working with Square Mile investment research.

Industry news, Articles

Posted on 01/01/2020 by Mark Dunning

Using your tax allowances.

Posted on 12/12/2019 by Sue Stevens

State assistance in funding care.

Industry news, Articles

Posted on 21/11/2019 by Sue Stevens

Why are current mortgage rates so low?

Industry news, Articles, Newsletters

Posted on 11/11/2019 by Sue Stevens

Keeping you informed.

Industry news, Articles

Posted on 18/10/2019 by Sue Stevens

The global economy: what's going on?

Industry news, Articles, Business case studies

Posted on 31/10/2019 by Nigel Cobb

The case for Business Protection

Industry news, Articles

Posted on 15/10/2019 by Sue Stevens

Woodford Income fund.

Articles

Posted on 30/09/2019 by Mark Dunning

Financial considerations for the self-employed.

Articles, Personal case studies, Business case studies

Posted on 16/07/2019 by Nigel Cobb

Inheritance tax liability mitigation - with a twist.

Articles, Personal case studies, Business case studies

Posted on 30/06/2019 by Sue Stevens

Lifetime Mortgage Case study 3 - dream home in the sun

Articles, Personal case studies, Business case studies

Posted on 17/06/2019 by Sue Stevens

Lifetime Mortgage Case study 2 - gift to daughter

Articles, Personal case studies, Business case studies

Posted on 13/06/2019 by Sue Stevens

Lifetime Mortgage Case study 1 - no need to downsize

Articles

Posted on 16/05/2019 by Sue Stevens

Cut your CGT bill

Articles, Personal case studies, Business case studies

Posted on 08/05/2019 by Mark Dunning

The need for financial protection is high...

Articles, Personal case studies

Posted on 26/03/2019 by Nigel Cobb

AIM high with your ISA

Articles, Personal case studies

Posted on 08/04/2019 by Mark Dunning

Income protection - just the job

Articles, Personal case studies

Posted on 02/04/2019 by Sue Stevens

Protection of your home and mortgage - the smart thing to do?

Articles, Personal case studies

Posted on 25/02/2019 by Nigel Cobb

Why ISAs continue to be a favourite with investors

Articles, Newsletters

Posted on 15/03/2019 by Sue Stevens

Could "RIO" provide the answer for "interest only" mortgage borrowers?

Articles, Newsletters, Personal case studies

Posted on 23/01/2019 by Sue Stevens

Latest insights.

Results.

Square Mile Quarterly Report July 2021.

Mind your Business.

Making the most of your State Pension.

The £33,000 cost of trying to time the market.

Reasons to be cheerful Part 4 - Inflation.

Investing in small growth businesses?

Should you consider investing in a VCT?

The Early Bird Investor.

Do you need critical illness cover?

Investing for the next generation.

Inheritance Tax planning for those who have lost 'capacity'.

Rishi delivers 2021 Budget.

Clarity Newsletter: Spring 2021.

Rishi's 2021 Budget - potential changes.

Why consider a VCT investment with an ISA.

Home care services. Helping you to continue living in your home.

What is the outlook for the property market?

Protection for when you may need it most.

Can equity release help to make your dreams come true?

Retirement anyone?

Do you trust Trusts?

COVID-19 update.

Time in the market vs Timing the market.

Covid-19 and your personal finances.

Why you need income protection.

Stimulating the economy.

​The Other ‘R Rate’ - Recession

Where are markets now?

Cakes, glorious cakes!

GDP growth and investments - what you should know.

What has happened to financial markets in Qtr1?

When the stock market is down.

Seeing life cover in a different way after Covid-19.

Self employed and retirement provision.

How could Covid-19 affect your finances?

COVID19 – Further Government Support

Market update March 2020

Diversification: ice cream and umbrellas.

Business continuity plan - Covid-19

Hard advice to follow.

Budget overview - March 2020.

Take control of your future.

Encouraging young people to invest in their financial future.

Thinking about buyng your own home?

How Investment Bonds could help with long term care costs.

Working with Square Mile investment research.

Using your tax allowances.

State assistance in funding care.

Why are current mortgage rates so low?

Keeping you informed.

The global economy: what's going on?

The case for Business Protection

Woodford Income fund.

Financial considerations for the self-employed.

Inheritance tax liability mitigation - with a twist.

Lifetime Mortgage Case study 3 - dream home in the sun

Lifetime Mortgage Case study 2 - gift to daughter

Lifetime Mortgage Case study 1 - no need to downsize

Cut your CGT bill

The need for financial protection is high...

AIM high with your ISA

Income protection - just the job

Protection of your home and mortgage - the smart thing to do?

Why ISAs continue to be a favourite with investors

Could "RIO" provide the answer for "interest only" mortgage borrowers?

Who pays if you are ill?

The Other ‘R Rate’ - Recession