We’re thrilled to celebrate our client Philip Atkinson, who has combined his love for beekeeping and leadership coaching into his latest boo

Here's an overview of what you should do if your email account is hacked.

Discover how to maximise your State Pension, fill National Insurance gaps, and secure a reliable, inflation-proof income for retirement.

Today our financial planning team gathered to watch Chancellor Rachel Reeves present her 2024 Autumn Budget. Four months on from Labour’s...

At Chesterton House and Woodgate our mission includes helping our clients "to create and implement a plan that will give them the highest...

In the relatively short time since Keir Starmer swept into government in July, what can we conclude about this Labour government’s approach

Imagine navigating a vast ocean without a map or compass. The sun might be shining, but the destination remains unclear, and hidden...

As summer approaches our minds drift to visions of sandy beaches, turquoise waters and creating happy memories under the sun. Just as we...

Spring is a time for renewal, and what better way to refresh your life than with a financial spring clean? Forget stuffy plans and...

Ross recently told me about a fantastic initiative he's involved with through the PFS called Education Champions. I thought you'd like to...

Just as spring brings new life to the garden, it’s the perfect time to plant the seeds for your financial future. Forget complicated...

Deciding to stop working is a big decision. While we celebrate our clients entering the next exciting phase of their lives, we understand...

Chocolates melt, roses fade, but love thrives with a plan! Ditch clichés for a gift that sparks: a customised Financial Roadmap to shared...

As we reflect on the joy of spending quality time with loved ones during the festive season, it's an opportune moment to consider what we...

Since December 2021, our clients investment portfolios have generally fallen in value by 15-20% from their previous highest point as at the

It's been several years in the making, but finally our new Personal Finance Portal is here and we're very excited to tell you about it!

What is Consumer Duty?

With interest rates having risen to 5% for the first time since 2008, investors are questioning whether investing is worthwhile...

I've worked with a coach, John Dashfield, for many years and he kindly sent me a copy of Steve Chandler's book 'Death Wish'. In it, Steve...

Harry Max Markowitz was a Professor of Finance at the University of California, San Diego (UCSD), and the founder of Modern Portfolio Theory