Case Studies

Holding too much cash in the bank, even at a reasonable interest rate, could harm your long-term financial health.

Inflation is back with a bang, so managing our money has just become more challenging and complicated.

As the financial headwinds gather strength, it’s all the more important that you do everything you can to make the most of your money.

ESG (environmental, social, governance) investing could be good if you want to use your money to invest in and support companies that align with your values.

Protecting your loved ones against death and serious illness. Plan for the worst and bet on what you really don't want, but hope for the best and celebrate when it happens!

The Covid pandemic has turned all of us into experts in risk-taking probability. We look at being prepared for life's unexpected surprises and protecting what's most important to you.

Has lockdown given you a sneak preview of what your retirement might be like? Don't waste this once-in-a-lifetime opportunity to understand what you really want from the rest of your life.

No-one likes to think of becoming incapacitated due to illness, age or accident. But the decisions to be made should this happen will directly affect your own lifestyle and wellbeing.

How much money should you be saving for your retirement, to enjoy a secure and comfortable lifestyle? We share some thoughts on retirement planning.

Every year, too many people die and leave their children with less of an inheritance, and more of a headache. We take a look at Inheritance Tax planning to pass on your wealth.