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Wealth/financial planning

Our independent wealth planners share their expertise in our educational wealth planning hub. Read more here. 

Wealth planning: will you be able to afford rising care home costs?
26 February 2024 in Wealth/financial planning

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.

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Five financial resolutions to get ahead in 2024
26 January 2024 in Wealth/financial planning

A recent survey found that only 11% of British adults kept their 2023 New Years resolutions. With such a low success rate country-wide, how can you ensure that you make your resolutions work for you – and ensure that you stick to them?

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12 days of Christmas with Adam & Company: Our festive financial top tips
1 December 2023 in Investing, Wealth/financial planning

Our financial planners and investment managers invite you to join us for our ‘12 days of Christmas with Adam & Company’ for our festive financial top-tips. For each of the first 12 days of December, we’ve unwrapped a financial top-tip to help you manage your finances over the festive season and beyond.

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Autumn Statement 2023: A statement for growth?
23 November 2023 in Wealth/financial planning

Read our summary of the Chancellor’s Autumn Statement, in which we examine how the Chancellor’s announcements may impact you.

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Wealth succession planning
26 October 2022 in Wealth/financial planning, Investing

Thinking about how best to pass on your wealth? If so, our independent wealth planners suggest asking yourself these four important questions.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.