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Insights, Guides Peter Markham Insights, Guides Peter Markham

Guide: Planning for a longer life: Wellbeing tips and financial management strategies

Average life expectancies have increased significantly in recent years. While this is good news, it could present challenges for your health and your finances. This practical guide looks at some of the wellbeing steps you might take so you can enjoy your later years and key considerations when you’re creating a long-term financial plan.

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Insights Peter Markham Insights Peter Markham

Investment market update: June 2025

While the effect of trade uncertainty on investment markets eased in June, tensions in the Middle East worsened and led to volatility. Find out what else may have affected your investment portfolio recently.

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Insights Peter Markham Insights Peter Markham

How to prepare your loved ones for the “great wealth transfer”

It’s estimated that globally more than £13 trillion will be transferred between generations by 2030. The “great wealth transfer” could provide your family with opportunities and financial security. However, with research suggesting 70% of affluent families lose their wealth within a generation, you may want to look beyond assets when creating a plan.

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Insights, Guides Peter Markham Insights, Guides Peter Markham

Guide: What the Back to the Future ripple effect could teach you about financial planning

40 years ago, Back to the Future delighted cinema-goers and the “ripple effect” the characters experience could provide a valuable lesson when creating a financial plan – even small actions you take now may have a large effect on your future. Find out other insights you could pick up from Marty McFly and Doc Brown in this useful guide.

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Insights Peter Markham Insights Peter Markham

Investment market update: May 2025

While many regional markets recovered some of the losses they experienced in April in May 2025, uncertainty may still be affecting the performance of your investments. Read about some of the key factors that influenced the investment market recently.

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