24 Mar 26 Blog 5 tips for overcoming the fear of investment uncertainty Investing money can feel daunting because you can’t be sure what your returns will be or whether you’... Read more
24 Mar 26 Blog Turning wealth into happiness: Why a plan makes a difference The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but ... Read more
24 Mar 26 Blog Investment market update: February 2026 In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected ... Read more
03 Mar 26 Blog Your Spring Statement update – the key news from the chancellor’s speech Just over three months after her lengthy Autumn Budget, chancellor Rachel Reeves has addressed the House of Commons and ... Read more
23 Feb 26 Blog The power of pension tax relief and how it could boost your retirement income If you’re saving for retirement, you will want to get the most out of what you’re putting ... Read more
23 Feb 26 Blog 2 reasons to mark the new tax year in your calendar On 5 April 2026, the current tax year will end, and the new one will start the following day. Making a ... Read more
23 Feb 26 Blog 5 ways to embrace solo travelling later in life With a rising number of people embracing solo travelling, it could well be something you’re considering. Even though ... Read more
23 Feb 26 Blog 6 in 10 over-45s are underestimating the cost of care by thousands of pounds Brits could face a potential funding gap if they need care later in life. A report from the Just ... Read more
23 Feb 26 Blog Investment market update: January 2026 Data and market movements as of 30 January 2026. Geopolitical tensions and threats of trade tariffs continued to impact global investment ... Read more
23 Feb 26 Blog The new year financial resolution you will keep This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The ... Read more
23 Feb 26 Blog Meet client relationship manager, Lauren, in your Oakfield Lee team update Having spent a lifetime working hard and amassing wealth, you’ll want to use that hard-earned cash to fund ... Read more
23 Jan 26 Blog The importance of value and wellbeing when making financial decisions This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The ... Read more