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Financial advice insights

These articles aren’t personal advice – if you’re unsure what to do, ask us about advice.

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Gifting to save inheritance tax – level up your plans

How much do you know about inheritance tax and gifting? Here are a Financial Adviser’s top tips.

James Atkinson
Financial Adviser

7m read

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HL client study - ‘Why I finally started investing at 39’

HL client Mrs Fryer explains her journey into the investing world and what helped get her on the right track.

Laura Burridge

5m read

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Expecting an inheritance to fund your retirement? Don't bet on it

We take a look at the risks of relying on a big inheritance and what you could do to make sure you don’t need one to live comfortably in retirement.

Laura Burridge

4m read

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Get an investment ‘coach’ by taking advice

All the best athletes employ coaches to make sure they’re at the top of their game – the same principles could work for your investments too.

Laura Burridge

3m read

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Three rules of thumb for retirement

When it comes to your retirement, the stakes are high. There are plenty of tips out there, but some should be taken with a pinch of salt.

Nick Colman

5m read

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The Three Pots Rule – how to use it to help reach your financial goals

Financial Adviser, Bradley Clark, looks at how investors and savers can reach their financial goals using the three pots rule.


Bradley Clark
Chartered Financial Planner

6m read

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How small changes can mean big gains for your investments

Find out how we can help you make marginal gains with your finances.

Laura Burridge

3m read

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Financial Adviser's 4 tips to improve your financial decision making

We all like to think we act purely on logic and balance, but money is an emotive topic. We share a Financial Adviser’s tips on how to look past our emotions and make smart choices.

Hugh Breach
Financial Adviser

4m read