Your Favourite Reads of 2025: Helping You Make Better Financial Decisions
As 2025 draws to a close, we’ve gathered some of our most-read and most impactful pieces from the past year. These articles, some of which also appeared in newspapers such as The Times, reflect the themes that matter most to our clients – from making the most of your investments to planning for the future with confidence.
How Netwealth Undercuts the Fund Giants to Look After Your Cash
Charlotte Ransom, CEO
Discover how Netwealth’s approach challenges traditional wealth managers, offering a more cost-effective and transparent way to have your money managed.
How to Make Risk Work for You When Investing
Frederick Smith, Client Adviser
Risk is often misunderstood, but when managed well, it can be a powerful tool for achieving your goals. Learn how to make risk work in your favour.
Why You Should Consider Changing Wealth Manager – and How to Do It
Rachel Willox, Chief Operating Officer
If you’re questioning whether your current wealth manager is delivering value, this guide explains why switching could make sense and how to do it smoothly.
The Power of Together: Unlocking the Benefits of Pension Consolidation
Gary Horn, Client Adviser
Combining pensions can simplify your finances and unlock new opportunities. Here’s why consolidation could be a smart move for your future.
Enhancing Passive Investing Through Active Allocation
Iain Barnes, Chief Investment Officer
Passive investing doesn’t mean passive thinking. Explore how active allocation can improve outcomes for long-term investors.
Financial Planning in Your 50s: Are You on Track?
Tom Kimche, Head of Advice
Your 50s are a critical decade for financial planning. Find out what steps you should take now to secure your future.
How smarter succession planning Can Help You Adapt to IHT Changes
Lily Ball, Client Adviser
Inheritance tax rules are evolving. Learn how proactive succession planning can help you protect your wealth for the next generation.
5 Financial Planning Lessons from This Year
Matt Conradi, Deputy CEO
2025 has been a stark reminder about the value of financial planning. Here are five key lessons to carry into the year ahead.
There you have it. We've got lots more information in the Our Views section of our website, with insights from our experts and timely thoughts on the markets and economy. We cover everything from Budgets, to interest rates and inflation and look at why it could matter to you. And, don't forget to follow us on LinkedIn to stay up to date with our latest news.
Please note, the value of your investments can go down as well as up. This collection of articles is for informational purposes only and does not constitute financial advice.
