Posts by Jason McConkey

4 reasons to remain calm amid market volatility and uncertainty

Global uncertainty means your investments and the wider market may be experiencing more volatility than usual. While it might be difficult to do so, remaining calm and focusing on your investment strategy is often a long-term approach that makes financial sense.

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How much do you need to be “wealthy”?

According to a survey, you need an annual income of £213,000 to be considered “wealthy”. While financial abundance is often associated with wealth, other areas of your life might contribute to a rich life too, so redefining how you think about wealth could be valuable.

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Why an effective financial plan might involve spending more

You might associate a financial plan with being more frugal. Yet, there are times when spending more could make sense, especially if it supports your goals and wellbeing. Find out why your financial plan could encourage you to increase your outgoings.

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Investment market update: March 2025

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Average Brit takes risk by delaying life insurance decision by 10 months

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The potential perils of accessing your pension at 55

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The financial wellbeing equation

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We’re one of the UK’s Top Rated advice firms thanks to your reviews

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5 practical tips for staying healthy in your 50s and beyond

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How “snowballing” your investments could boost your long-term returns

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State Pension: Everything you need to know in 2025/26

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Behavioural finance: The effect emotions could have on your financial decisions

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