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Feel like the financial world is full of complexities? Or maybe the negativity in the news plays on your mind.

We get it. We’re here to provide a reassuring, measured and jargon-free perspective.

Our blogs include guidance for people of all backgrounds, ages, and lifestyles.

You'll find simple explanations, useful tools, the latest lowdown on the news, plus behind the scenes updates from our team.

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You are currently viewing posts in Category: Investments.

Tips for Beginner Investors

Last updated: March 24, 2026

Visual Capitalist Wealth 101: A crash course in personal finance. Source: Visual Capitalist

Wealth 101 share five key things to help beginner investors keep their eye on the prize. A guide we think many of our clients and network will find useful.

The Difference Between Financial Advisers & Planners

Last updated: March 24, 2026

a vintage car driving along a coastal road

A summary of the key differences between financial advisers and financial planners, where there is cross-over between the two, and how to choose the right person to work with on your money.

Market Downturns Can Lead to Up Years - A Positive Story

Last updated: March 24, 2026

hot air balloons in flight

Have you experienced that stomach flip when markets and your investments drop? Reframing a negative event, downturns can often lead to positivity in the form of market uplift. Read on, there’s evidence to prove it...

Video: Why You Might Think Twice About Chasing the Biggest Stocks

Last updated: January 18, 2024

formula one race

We talk a lot about investment diversification with clients. We're all for less jargon and more clarity, so thought we'd share a video with you that it explains it better than lots of writing could. Scroll down to watch...

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