Author: Rebecca Aldridge

Investing a lump sum Investing a lump sum

Reading Time: 3 minutes If you have recently gone through a big life event, then you might be set to receive a lump sum. But do you know how to go about investing it…

Read more
The value of advice The value of advice

Reading Time: 3 minutes What is the value of advice? You may understand who we are and how we work, but commonly many overlook the true value we provide. Studies show that strategic advice…

Read more
How to reflect your values through your investments How to reflect your values through your investments

Reading Time: 3 minutes Now, back to our series on values-based investing…we’ve explored what the United Nation’s Sustainable Development Goals are, why values-based investing is so important and who it’s for but now we…

Read more
Who’s values-based investing for?

Reading Time: 3 minutes The significant increase in environmental, social and governance (ESG) orientated, values-based investing is a result of changing attitudes across society. In our previous blog post, we looked at why values-based…

Read more
Why is financial planning so important? Why is financial planning so important?

Reading Time: 4 minutes You may know who we are and what we do, but are you still unsure about why you might need a financial plan in place? Maybe you’re a small business…

Read more
Eco-friendly gift wrap 5 eco-friendly Christmas gift ideas

Reading Time: 3 minutes What better way to show your appreciation for your loved ones and the planet this festive period, than finding the perfect eco-friendly gift that won’t cost the earth? It doesn’t…

Read more
How to find a financial planner you can trust

Reading Time: 4 minutes Navigating your finances can often be a troublesome and gruelling task, with many people inclined to leave it at the very bottom of their to-do list. But eventually, we all…

Read more
Beach and chairs The UK Retirement Living Standards

Reading Time: 3 minutes On 17th October 2019, the Pensions and Lifetime Savings Association (PLSA) published the new UK Retirement Living Standards, aiming to help people visualise their future retirement and understand what it…

Read more
6 Steps of Financial Planning

Reading Time: 3 minutes Earlier in October, we ran a series of amazing workshops in support of Financial Planning Week 2019. As some of you may not have been able to attend, we thought…

Read more
Globe Why is values-based investing so important?

Reading Time: 4 minutes What’s all the fuss about? Well, with the climate crisis at a critical point, and the number of values-based/ethical investing opportunities increasing, now really is the time to realign your…

Read more
Green racing car Looking beyond the label

Reading Time: 3 minutes Even if something looks green and shiny on the outside, it’s important to look under the bonnet to see what’s actually going on. In this post, we’ll be looking at…

Read more
Are you ready to make big decisions?

Reading Time: 4 minutes Are you a snap decision maker? Or do you hate being put on the spot? As financial planners, we help people make great decisions about the most important things in…

Read more