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MWA News
The benefits of letting the experts do the work for you can be bigger than you might think
There is a particular kind of comfort in leaving money in the bank. It feels responsible, prudent, even. The balance doesn't go down, no one is taking a risk with your savings, and when times feel uncertain — which they often do — cash feels like the sensible place to be.
We are pleased to announce that MWA Financial Advice is now a signatory to the Women in Finance Charter with HM Treasury. This represents our commitment to building a more balanced and fair industry with equitable gender representation. A balanced workforce is good for business – it is good for customers, for profitability and workplace culture.
There’s no denying that picking a financial adviser is a pretty big deal. Ideally, you’d choose an adviser once and you stay with them for life.
So, how do you make sure that your first choice of financial adviser is the right one for you?
There’s no denying that picking a financial adviser is a pretty big deal. Ideally, you’d choose an adviser once and you stay with them for life.
So, how do you make sure that your first choice of financial adviser is the right one for you?
With 25 years' experience in retirement planning, Jeremy Martin believes that receiving good financial advice helps to reduce stress.
We look at some of the key measures announced and explain how they could impact your personal finances and investments.
Recent Insights
Markets continued to be affected by ongoing conflict in the Middle East and technology stock volatility in June 2026. Find out what else may have affected the performance of your investments.
Volunteering can be a fantastic way to help others while gaining a new sense of purpose in retirement. Discover five compelling reasons to get involved.
Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass on assets tax-efficiently.
On 20 July, Andy Burnham became the UK’s next prime minister. The decision had been anticipated in the media, but the changes still pose some uncertainty over the coming weeks. Find out what it could mean for your finances.
Working out what your income might look like in retirement can be challenging. It may feel like there are too many uncertainties to consider, such as how your investments perform and how long you live. Find out how a cashflow model can remove the guesswork and provide the clarity you need to feel confident about the future.
Many people don’t want to engage with finances because it can seem scary or dull. Yet, financial planning is about far more than numbers, including what brings you joy and the future you’re looking forward to. Read on to discover how financial advice can be different from how some people perceive it to be.
There were highs and dips in the investment markets in May 2026. Discover some of the factors that may have affected your portfolio’s performance.
When used correctly, AI can be a powerful tool for enhancing your knowledge, creativity, and productivity. Learn three tips for using AI effectively and amplifying your skills.
A hidden marginal tax rate that affects workers earning between £100,000 and £125,140 is often dubbed a “tax trap”, and research suggests it’s shaping career decisions. However, there are ways you might mitigate the additional tax charge.
If you’re yearning for an adventure in retirement, this chapter of your life doesn’t have to mean putting your feet up and embracing a slower pace of life. Whether you’re keen to explore new destinations or take up a new activity, there can still be adventures around the corner.
In celebration of his 100th birthday, here are five recommendations inspired by the words and quotes of Sir David Attenborough to help you achieve a more rewarding life.
Conflict in the Middle East caused market volatility throughout March 2026. Find out what other factors may have affected your investments.
As National Walking Week approaches, discover six epic walks to try in 2026, ranging from quick and easy to longer and more demanding.
Deciding how to pass on your wealth, and who to, isn’t always straightforward. Learn four options for leaving an inheritance for your chosen family.
Greek myths are under the spotlight as Christopher Nolan’s The Odyssey is coming to cinemas soon. Discover seven lessons these timeless tales can teach us about wealth management.
Thousands of people delay claiming their State Pension every year. There are some potential benefits, including managing their tax liability, but there are also drawbacks that are important to consider.
Deciding how you’d like your assets to be managed later in life and after you pass away may be intimidating. However, a cashflow model could help you answer both financial and emotional questions, so you’re in a better position to make important estate planning decisions.
In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected markets. Read about some of the factors that may have affected your investment portfolio.
Reading is one of life’s great pleasures, but it can be hard to find the time. Discover some of the many benefits of reading, and how it can become part of your everyday life.
The amount of Capital Gains Tax investors collectively pay is set to soar over the next six years. Find out how the tax works and what steps you might take to reduce a potential tax bill.
People often focus on maintaining their health as they age. They might set goals to stay active or eat well. However, there’s one area that you might have overlooked – joint health. Find out how you could protect your joints.