Posts by Jason McConkey
The difficult but important estate planning conversations to have with your family
Once you’ve created an estate plan, you might want to talk to your family about the decisions you’ve made. While these conversations can be difficult, they’re important and could ensure everyone is on the same page.
Investment market update: October 2025
Markets reached record highs in October 2025 despite ongoing uncertainty and disappointing economic data in some regions. Find out what may have affected the performance of your investments.
What donating blood tells us about money
Examining what motivates people to donate blood can provide interesting insights into how you could boost your financial wellbeing. The key to making financial decisions that support your wellbeing could be finding your purpose.
Phasing into retirement: The flexible options you might consider
Almost half of workers aged over 50 are already phasing into retirement or would like to do so in the future. Find out why a gradual approach to retirement could be attractive, along with some of the options that could allow you to do so.
Investment market update: September 2025
Despite disappointing economic data in the UK and further afield, there was positive news for investors during September 2025, including a rise in markets. Find out what factors might have influenced the performance of your investment portfolio.
6 incredible UK restaurants with tasting menus you’ll remember
Tasting menus let you enjoy a range of dishes curated by a chef. Read on to discover six incredible UK restaurants with tasting menus you’ll love
Don’t have a will? Here’s how your estate would be distributed under intestacy rules
The number of people passing away without a valid will increased by 25% between 2020/21 and 2023/24. Discover how your estate might be distributed under intestacy rules, and why it’s important to set out your wishes in a will.
Investment market update: August 2025
While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets experienced less volatility compared to the start of the year. Find out what factors may have affected the performance of your investments recently.
The 3 steps to achieving financial wellbeing
A financial plan could improve your long-term wellbeing and help you live the life you want. Read about three key steps towards creating a financial plan, and why beginning with what brings you joy and meaning can lead to better outcomes.
Guide: Revealed: The value of financial planning
Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. Read this insightful guide to discover the key benefits of working with a financial planner, from helping you define your priorities to growing your wealth.
8 interesting podcasts that are perfect if you want to learn something new
Podcasts are growing in popularity, but with thousands to choose from, it can be difficult to find one that captures your interest. Discover eight podcasts that are perfect if you love learning about a range of topics, from history to science.
How to remain calm amid Autumn Budget speculation
The Autumn Budget is still weeks away, but there’s plenty of speculation about what will be included in the news. While it can feel tempting to respond to attention-grabbing headlines, it might lead to decisions that aren’t right for you or don’t align with your long-term financial plan.