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As the seasons change, and the days get longer, many of us feel a sense of regeneration and a desire to make changes in our lives. Can you extend the urge for spring cleaning and freshening up your home into other aspects of life, such as your finances?

Money often plays a pivotal role in relationships, yet many couples avoid discussing finances until life throws them a curveball. Our latest research reveals that only 20% of wealthy individuals in the UK prioritise financial planning before marriage, despite the significant financial implications of divorce*.

The world has faced many crises lately, from Brexit and the pandemic to Ukraine and the Middle East. These events have created a sense of ‘Permacrisis’, a word that means a long-lasting state of instability and insecurity. It was even dedicated as the dictionary’s word of the year in 2022.

As more of us reach the age of 100, financial planning is vital to ensure we have enough money to fund our lifestyles through a potentially long retirement.

During the programme, we covered an overview of the markets and how we are managing our clients’ investments, how we help our clients fulfil their borrowing needs, and how to avoid emotions getting in the way of your plans.