Thought leadership

Bubbles, Instagram Influencers and DIY Investors

First-time investors intrigued by the GameStop bubble can find out more about what investing is really about.

Should we be worried about inflation?

What is inflation and how is it affecting our finances in 2021? Those of us saving for retirement could be affected more than others.

Protect, reward, retain your employees

In the wake of the pandemic – is it time to review the healthcare benefits you offer your staff?

6 steps to your estate planning

If you haven’t started – or if you haven’t written it down – this checklist will help get your thoughts in order.

Why now is a great time to review your finances

We've all had a chance to reflect on the things that are important to us. How have your goals changed recently? Nick talks to Steve Hudson, Independent Financial Adviser, about why now could be a good time to review your finances.

Wren Sterling’s Budget Analysis, March 2021

As the dust settles on Rishi Sunak’s March Budget, we reflected on the key outcomes for our clients, both individually and for the companies that we advise. In this video, Phil Jenkins and Paul Mitchell, Chartered Financial Planner and Director of Corporate Solutions, respectively, run through measures including: The freezing of the lifetime allowance Freezing [...]

Has there been a better time to carry forward unused pension tax allowances?

Originally published on vanguardinvestor.co.uk, 12 February With some fortunate households' savings boosted by the lockdowns Covid-19 has forced us to endure, and public finances under growing pressure, it's a question worth considering. The pandemic has clearly been very tough on so many different people. But there’s also no denying that for those able to work [...]