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Specialists

Anna Bowes
Head of PR and External Communications
Sonia Bholah
Client Relationship Manager
Mark Hall
Associate Director of Advice Delivery
Susan Hannums
Head of Content
Lisa Hawkins
Client Relationship Manager
Natalie Lavery
Client Relationship Manager
Angad Lota
Portfolio Manager - Chartered MCSI
Katrina Metcalfe
Client Relationship Manager
Jane Reade
Head of Financial Planning
Rima Shah
Client Relationship Manager
Kiera Swindells
Client Relationship Manager

Latest news and insights

news

Inflation surges to 3.5% unexpectedly

21st May 2025

Inflation in the UK jumped suddenly to 3.5% last month – the highest rate recorded in more than a year. The rise came after significant increases in energy costs, water bills and council tax – essentially unavoidable household bills – putting inflation back on the rise again. Water and sewerage bills were the standout, rising by 26.1%, the fastest rate of increase since privatisation in 1989.

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Calm Middle age Caucasian man sitting on sofa listening to music enjoying meditation for sleep and peaceful mind in wireless headphones, leaning back with his lovely chihuahua dog sit besides.

How certain are your retirement plans?

20th May 2025

For those approaching retirement, recent market volatility may have called into question their previous plans. So, how can you keep your retirement plans on track? Find out more.

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One way to avoid overpaying inheritance tax

16th May 2025

As many as 1 in 50 people who have paid inheritance tax are missing out on a valuable inheritance tax exemption that could reduce their tax bills by tens of thousands of pounds through the 'gifts out of surplus income' rule.

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21 May 2024

How to escape the tax raid on your wealth

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