It’s easy to feel bombarded by the constant cycle of negative news headlines or ‘noise’, which can add to your anxiety about how your investments are doing and uncertainty as to whether your investment strategy is on the right course. It’s important to try and block out this noise which could influence you to make hasty or erratic investment decisions.

Set and revisit

If you received a large windfall suddenly or unexpectedly, you’d likely expect to feel happy and excited for the opportunities it presents. Whether you’re a successful entrepreneur, perhaps selling your business or inheriting, sudden wealth can feel overwhelming.

Far from being a happy event for some, coming into a large sum of money can prove a massive emotional shock.

According to Bloomberg Intelligence*, ESG (Environmental, Social and Governance) assets are forecast to exceed £36.5trn ($50trn) – over a third of projected global assets – by 2025. The analysis comes as environmental, social and governance factors are becoming increasingly important to investors across the globe.

“The pandemic and the global race to net zero carbon

This week is Financial Planning Week, an initiative set up by the Chartered Institute for Securities & Investment (CISI) to raise awareness of the importance of financial planning and to help people nationwide organise their finances to achieve their future financial goals. We thought it fitting to share 5 steps on how you can improve your own finances:-

1. Calculate your

As part of our regular catch-ups with clients, we check if they have a will in place and if it is still up to date. This is really important, if you don't have a will then your estate will be shared out in a standard way set out by law (Intestacy), which might not be what you would have wanted.

Writing a will is especially important if:

• You have dependent children -

As we near the start of a new academic year, our thoughts turn to those looking to pay for private education for their children with the average termly fee for private schools reaching £12,000 (£36,000 annually) for boarders and £5,064 (£15,191 annually) for day pupils, according to the Independent Schools Council*.

Planning for the future

It is a big decision to

I would say that, I've worked with him for 13 years, but I like to practice what I preach so I have my own financial plan and Roger Jackson is my Financial Planner! When you have commitments and a family, sometimes the financial responsibility can weigh heavily. Having personally gone through the process of Financial Planning (not just financial advice), I feel much more

Economic update from Rathbones Fund Managers

"We believe that inflation will be kept tamped down by strong economic forces, but we don’t have a crystal ball.

The reopening surge could be explosive indeed. Take the UK: something like 90% of all self-catered holiday accommodation in the UK has been booked out for this summer. And that’s before we know whether anyone will