Resources for Financial Wellbeing

 
 
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Explore our news and insights on financial advice including IHTs, green investing, and more.

Ben Parker Ben Parker

Investment market update: July 2024

General election results in the UK and France, as well as the ongoing presidential campaign in the US, caused volatility in investment markets around the world in July 2024. Find out what other factors may have impacted your portfolio.

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Ben Parker Ben Parker

Impact vs ESG investing: Which is “right” for you?

If you want your investments to have a positive effect on society, you might have come across the terms “ESG investing” and “impact investing”. While they’re sometimes used interchangeably and share similarities, there are differences. Find out more about these approaches.

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Ben Parker Ben Parker

Could “lifestyle creep” affect your retirement plans?

When your income rises, it’s easy for your expenses to creep up too. While indulging in some luxuries is a great way to celebrate a pay rise or promotion, you might want to consider the effect it could have on your long-term plans, including retirement.

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Ben Parker Ben Parker

Investment market update: April 2024

While inflation continued to fall in many countries, central banks in advanced economies opted to hold interest rates despite expectations they’d be cut. Find out what else may have affected your investments in April 2024.

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