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MWA News
Most people know they should invest more, but they don’t, and the reason is rarely about money.
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
Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Find out what other factors may have impacted your investment portfolio in July 2026.
Travelling during September and October can be a quieter time of the year to visit certain destinations. Discover four perfect places you could try this autumn
The impacts of climate change are becoming increasingly visible, from soaring temperatures to devastating floods. While climate mitigation remains important, some experts are urging governments and businesses to expand their focus to include adaptation.
J.R.R. Tolkien wrote stories that captured the imagination of millions. But his meticulous estate planning can also teach us four important lessons.
Most people are confident they could spot a scam if they were targeted. However, it could be more difficult than you think, especially as fraudsters are increasingly using sophisticated techniques to mislead victims.
Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. To cut through the sometimes confusing headlines, we explain the two changes you should be aware of.
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.