Resources
We’re here to simplify the complexities of financial planning by sharing our knowledge in a straight-forward, plain-speaking way.
Below you’ll find lots of articles designed to keep you up to date on the latest financial news which affects you
7 fascinating pieces of Christmas trivia to bring out at the dinner table
If you're looking to 1-up crackers with facts around the dinner table this year, read to discover 7 fascinating pieces of lesser-known Christmas trivia
5 practical financial topics to discuss over the dinner table this Christmas
While Christmas might not seem like the right time to discuss finances, it can actually be incredibly beneficial. Here are 5 topics worth raising this year
What the recent Budget can teach you about trusting in your financial plan
Now that the dust has settled following the Budget, it's more important than ever to trust in your financial plan. Here, you can discover why this is the case.
3 key financial downsides of your income exceeding £100,000 a year, and what you can do about them
If you have an income exceeding £100,000 a year, you could be exposed to 3 significant financial downsides. Find out why, and what you could do about them
A “low-risk” approach to managing your wealth might actually involve taking on more risk than you think. Here’s why
While it might sound counterintuitive, taking a "low-risk" approach could actually be more harmful to you when you're managing your wealth. Find out why
Why both your wealth and your health could benefit from Know Your Numbers! Week
Know Your Numbers! Week is a blood pressure awareness campaign running from 2 to 8 September. Find out why "knowing your numbers" could also benefit your wealth
10 of the best holiday destinations to travel to outside of school holidays
From city breaks to lazy days on the beach, read about 10 of the best holiday destinations to travel to outside of the peak school holidays season
The Child Benefit thresholds have changed. Here’s what this could mean for you
In the 2024 Spring Budget, the chancellor announced crucial changes to the Child Benefit thresholds. Find out what this change could mean for you
How does the CPI “basket” measure inflation, and what’s changed this year?
The headline inflation figures you see in the news are usually dictated by the CPI "basket". Find out how this works, and what it really means for you
5 current scams to be aware of in 2024, and how you can keep your money safe
Fraudsters are always innovating new ways to try and get you to part with your wealth. Discover some of the latest scams in 2024 so you can keep your money safe
6 key pros and cons of annuities, and how financial advice can help
With annuity rates having risen notably, read about the pros and cons of annuities, and how financial advice can help you decide if one is right for you
Think you know the truth about Inheritance Tax? Here are 4 common myths, busted
Discover some of the most common myths that many people believe surrounding Inheritance Tax, and find out why they aren't actually accurate
Your Spring Budget update – the key news from the chancellor’s statement
The chancellor has delivered the government’s Spring Budget. Here’s a useful summary of the key measures Jeremy Hunt announced in his statement
All the winners and losers from the 2024 Spring Budget
If you want to know how the 2024 Spring Budget affects you, here are all the winners and losers from the chancellor’s latest fiscal announcement
What is “lifestyle creep” and how could it affect your finances?
As your income increases over time, you may find yourself exposed to "lifestyle creep". Find out what this means for your wealth, and how advice can help
Why it’s important to tell your planner before you make financial decisions
It's important to speak to us first before you make any financial decisions. Find out why, and how we can help you make informed decisions with your wealth
How we see the difference between a financial adviser and a financial planner at DWFP
While they might appear to offer the same service, we see a financial adviser as very different to a financial planner. Find out why
The 3 key stages of retiring, and why understanding them is vital to your financial strategy
3 powerful lessons long-distance running can teach us about successful investing
While it may not be immediately obvious, there are many similarities between long-distance running and successful investing. Find out about three of them.
How inflation could jeopardise your wealth, and what you can do about it
Official data shows that inflation has reached a 40-year high. Find out how this could affect your finances, and ways to potentially inflation-proof your wealth.
3 shrewd ways to boost your pension – and why starting early is number one
Starting a pension as early as possible is probably the best way to boost your retirement fund. Discover why, as well as two other ways to boost your pension.
Your complete 2021/22 end of tax year guide
Keeping track of how you’ve used your allowances can reduce your tax liability and help you boost your wealth. Reviewing your finances ahead of the tax year end could reduce the amount of tax you pay and improve your financial security in the future.
Interest rate rise: When might it happen and what would it mean?
Inflation is expected to hit 5% in 2022, which experts predict will spark an interest rate rise. Discover what this could mean for your finances.
4 reasons why being risk-averse could be hazardous to your retirement
Research suggests millions of people are being too risk-averse with their pensions. If you’re one, you could be putting your retirement at risk. Discover why.
How could your pension help tackle climate change? Here’s what you need to know
Moving your pension to a sustainable fund could be one of the most effective ways to tackle climate change. Discover why, and how we could help you.
Did ethical investments deliver better results than traditional choices in the last decade?
Can money buy happiness? It’s the freedom to reach goals that adds value to your life
Research suggests that money can buy happiness, but just as important as your income is how your assets allow you to achieve personal goals.
The future of the high street: How will Covid-19 affect town and city centres?
The pandemic has had a huge impact on amenities and communities. While a road map for reopening is set out, there could be some lasting changes to your local high street.
The history of investing: What the past can teach us about market cycles
The stock market crash of 2020 was significant, but while it may feel unique, stock corrections have been happening for centuries.
8 pension mistakes that could affect your retirement
Are you making the most out of your pension? Some simple mistakes could affect your retirement. Find out what to avoid here.
Remain alert when accessing your pension, over £30m has been lost to fraud in 3 years
Pension Freedoms gave retirees more choice when accessing their pension. However, it also means pensions are an attractive target for scammers. Remaining vigilant is important.
How has Covid-19 affected ESG investing? Signs suggest it could become mainstream
While there were concerns that Covid-19 would have a negative impact on ESG investing, reports suggest the opposite is true. More money is being placed in ESG funds.
