Resources

We know that investing can be quite daunting and we hope that these guides, blogs and other helpful information help our clients better understand a range of topics, so that they are in a better position to make informed decisions.

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    The ultimate guide on how to invest £200k for monthly income

    What would you do with a £200,000 lump sum? Spend it on a supercar? Tuck it away in the bank? Pay off your mortgage? Tell your boss you’re taking a five-year holiday?

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    5 tips for investing in 2026

    Who knows what the next year will bring? We are only a few weeks away from 2026, so now’s the time to focus on your financial future.

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    Basic rules of investing

    It's not surprising that most people view the market as a risky gamble which may or may not pay off. read our guide to learn the basics of investing.

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    What’s the best way to help your kids through university?

    Recent data revealed that the highest outstanding student debt in the UK is more than £230,000. We explore ways to save to help your kids.

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    How to choose the right fund for your ISA

    But where do you start as a DIY investor? There are an overwhelmingly high number of funds to choose from, so how do you find the ones which are right for you?

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    Just how biased are you?

    I’m sure we’d all like to think we are balanced and rational investors. In reality, though, as in every walk of life, we are susceptible to behavioural biases that can, at times, influence our decision-making.

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    Compounding: Possibly the most important lesson for any investor

    As Albert Einstein once said, compound interest is the eighth wonder of the world. He who understands it, earns it.... he who doesn't pays it. I couldn't agree more and, in my opinion, it is possibly the most important concept people can learn about when it comes to their finances.

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    Navigating the world of Venture Capital Trusts: A comprehensive guide for new investors

    Venture Capital Trusts (VCTs) represent an exciting and potentially rewarding investment opportunity for individuals looking to support early-stage companies and innovative ideas.

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    What are bonds and how to they work?

    When most people think of bonds, it's 007 that comes to mind and which actor they have preferred over the years. Bonds aren’t just secret agents though, they are a type of investment too.

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    Understanding your Dividend Allowance

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