News & Blog

Investment market update: August 2026

After months of volatility, markets were relatively calm in August, though economic data was mixed. Discover what factors may have affected your investment portfolio throughout August 2026. When markets opened on 3 August, it was a good start to the month. Falling oil...

6 useful tips for avoiding headline-driven decisions ahead of the Budget

The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget. The weeks leading up to an Autumn Budget always feature rumours about what might change and how it could affect personal finances....

The dangers of using AI to write your will

In just a few years, AI has transformed how we approach tasks both at work and in our personal lives. While using AI could save you valuable time in some areas, it could pose risks in others, including when you’re writing or updating your will. Your will sets out who...
Guide: 5 financial lessons to learn from Queen lyrics

Guide: 5 financial lessons to learn from Queen lyrics

If you “open your eyes, look up to the skies and see…”, you can find financial planning lessons in the most unexpected places. You’ve no doubt heard many of Queen’s greatest hits countless times. You might have danced to ‘Don’t Stop Me Now’ at weddings, sung along to...

The psychology behind investment mistakes

The psychology behind investment mistakes

Have you ever made an investment mistake? Looking back at what led to the mistake could help you identify potential triggers that might prevent you from repeating the error. When you first think about why an investment decision was “bad”, the lower-than-expected...

How to rethink ageing and build a positive mindset

How to rethink ageing and build a positive mindset

In western societies, ageing is often seen as a negative experience that people try to delay or deny as long as possible. Just think about the number of ads and social media posts you’ve seen recently advertising products that promise to make you look and feel...

Explained: When Inheritance Tax could apply to gifts

Explained: When Inheritance Tax could apply to gifts

Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax (IHT) bill. Indeed, according to Paragon Bank (31 July 2025), 1 in 5 savers aged over 65 are passing on cash for this reason. Yet, gifting doesn’t always mean...

Trust

First and foremost, it’s about trust. We can get together, have a coffee and see whether we think we can work together and whether I can add value to your financial planning.  If you don’t think we’re a good fit that’s fine, there’s no pressure or obligation to continue and there’s no cost involved.

Discuss

If you want to take it to the next step, we’ll talk about you. Your ambitions, your plans but also your concerns and worries. We’ll take some time to discuss what you’d like your future to look like. We believe that we can’t advise you on your money until we really understand what you want to achieve.

Plan

Once we do understand, we can start to build your future from a financial perspective. You’ll be involved all the way; after all, it’s your life and your plan. We just crunch the numbers.

We have been with Gavin for well over a decade. His friendly, patient and thorough approach to planning and explaining things to us is very reassuring. We regularly go through the current state of our financial situation with Gavin and value the on-going, personal advice.

Get in Touch

Saxon House, 27 Duke Street, Chelmsford, CM1 1HT

01245 984546

hello@solusfinancial.co.uk