Client News
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July 2025
Why “boring” investments could be exciting long term
Opting for a “boring” investment strategy could be the route to returns that allow you to make exciting lifestyle decisions in the future. If you’re looking for excitement in your investments, read on to find out why that approach could lead to disappointments. The media can make investing seem exciting When you’re reading financial headlines,…
10 adrenaline-fueled adventures you can have in the UK
Your favourite summer activity might be relaxing in the gorgeous sunshine, but it is also the perfect time of year to embark on an adventure. From zip lines to abseiling into caves, the UK boasts an endless number of extreme sports and thrilling activities. If you’re looking for a fun way to spend a day…
5 powerful Warren Buffett lessons that could benefit ordinary investors
After more than five decades at the helm of Berkshire Hathaway, legendary investor Warren Buffett has announced he’s retiring at the age of 94. He’s credited with turning the failing textile maker into a successful holding company. In May 2025, the BBC estimated Berkshire Hathaway was worth $1.16 trillion (£870 billion). Considered by many to…
How to prepare your loved ones for the “great wealth transfer”
Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get the most out of the “great wealth transfer”, younger generations need to be prepared to manage their inheritance. According to September 2024 data from Vanguard, it’s estimated $18.3 trillion (£13.45 trillion) in…
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