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Home
About
How we help
Building your wealth
Giving your child the best education
Leaving behind a lasting legacy
Moving up the property ladder
Planning for a fulfilling retirement
Protecting your family
Guiding your final wishes
Releasing equity from your property
Planning Ahead for Long-Term Care – Taking Control of Your Future
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Mortgages
New year, new home?
If you’re hoping to make a move in 2026, speak to us about finding a suitable mortgage and checking what you can...
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Investing
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...
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Home and Property
House Prices – what to expect in 2026 and beyond
What does Savills’ latest five year forecast shows for UK house-price growth. Northern regions are set to outperform, while London lags. Buyers,...
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Economy
News in Review
This week's edition covers Scotland's draft Budget and subdued UK house prices as year-end data emerges...
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General Financial
Looking ahead: A new year, a clear plan
Start 2026 with a clear plan and peace of mind. We’re here to help you protect and grow your wealth with clarity...
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General Financial
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...
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General Financial
It’s that time of year again – consider your end of tax year planning
With the end of the tax year fast approaching, now is the ideal time to review your finances. From Individual Savings Accounts...
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Economy
News in Review
Interest rates edge lower, tax relief eases pressure on farmers, retail footfall rises and the FTSE breaks new ground...
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Home and Property
FTBs looking to buy in cities
More first-time buyers are setting their sights on city living, with Dundee and Edinburgh seeing the biggest increase in buyer enquiries. London...
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Economy
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,’...
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Economy
Year in Review
Our Year in Review document takes a closer look at key events in 2025 impacting the global economy and markets, and looking...
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Economy
Commercial Property Market Review
UK commercial property faces shifting taxes, rising regional office rents, resilient West End investment, and growing demand for let-ready space...
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