Insights & Ideas

Filter

Financial advice is a matter of trust and understanding, as much as money

Chapter 3 of SJP’s Real Life Advice Report conducted by Opinium on our behalf.1 The Advice Relationship confirms that consumers value a trusted, longstanding relationship with their adviser above all else.    At a…

Five tips for negotiating with powerful suppliers

At a glance As an independent business owner, your purchasing power with your suppliers may be more modest than that of their other customers – particularly if those suppliers are large and…

Is pausing your pension ever the right thing to do?

At a glance The immediate cost of living crisis now looks like it’s behind us. Although inflation is now down to just over 2%, consumer prices remain high, and many households are…

Employees or contractors – which are better for start ups?

At a glance There are many pros and cons to hiring contractors or employees, depending on your role and sector. Early-stage businesses often prefer to hire contractors, as it gives them more…

The value of personal support: five reasons it’s in your clients’ interests to take financial advice

At a glance Securing a financial award due to an experience that was potentially life-changing or traumatic may well feel like the end of a journey for a claimant. This is understandable…

The advice journey – why we seek financial advice, and why we stay with it

At a glance A major life event or milestone – such as marriage, home ownership, reaching a certain age or change in employment status – is the main reason why people seek…

Transitioning to a non-executive director role within your business

At a glance What does a non-executive director do? In the UK, a non-executive director (NED) is a company board member who does not hold a full-time, executive position or get involved…

What can we expect in the Autumn Budget 2024?

At a glance With the new government’s first Budget scheduled for 30 October, we’re starting to hear some hints and theories about what may be included in the statement. What any changes…

Are you prepared for any upcoming tax rises and price increases

At a glance Financially, it’s been a difficult few years for households, across all income brackets. As a result, many families focused down on day to day costs, at the expense of…

Balancing quality and growth in business

At a glance A recent refrain in the investment world is that the ‘growth at all costs’ era is over and ‘investors want quality’. Growth versus quality is a critical concept for…

What’s the real-life value of financial advice?

SJP’s largest consumer survey, the Real Life Advice Report carried out by Opinium, examines the UK population’s relationship with financial advice.   At a glance Mental wellbeing, better financial resilience and improved…

How important is saving for retirement?

At a glance   Pension Awareness Week is an initiative that aims to raise awareness about the importance of saving for retirement. As people are living longer and the re landscape continues to…

Tea or Coffee?

Why not get in touch to discuss your requirements? We understand that life is busy, that's why we're happy to meet in person or virtually. Let's start to plan your future together.

Name(Required)
Composition