News & Insights

Are Generation Z really that different to the generations that came before them? They may prioritise their mental health and wellbeing, but they are also plagued by the same financial anxiety that coined ‘Keeping up with the Joneses’ in 1913.

In the UK, "High Earners, Not Rich Yet"(HENRYs) are on the rise. As a demographic with high incomes and relatively low wealth, what are HENRYs, how can they benefit from financial advice and what impact are they having on the economy?

Alongside answering the question of what Paraplanners are and what they do, we discuss how we’re using AI to support you into the future.

Many UK workers have a limited awareness of what a Financial Adviser is, or how they work. It’s also stereotypically an 'old man’s job'. These factors, combined with people having a lack of self-confidence in their own skills, means many write off this career path. We talk to our own Financial Advisers about why they love the profession.

The Client Seminar related to a lot of the content we’ve put out over 2024, so we’ve pulled together a quick review of the main points from James Timpson’s (Head of Asset Management), Jake Reynolds’ (Asset Management Director) and Gary Reynolds’ (Chief Investment Officer) presentations, and linked them back to the longer articles we’ve put out on the subjects they touched upon.

Gary Reynolds, Chief Investment Officer, covers Government debt, household earnings and our overall capital. Plus, he explains the reasons why the UK is in a good position. It's no wonder we're toted as the happiest country overall.