Guide: 5 tips to help you manage your wealth in 2026

Managing Director & Financial Planner

Jessica McGowan CFP™ Chartered FCSI

Jessica began her career in Financial Services in 2001 and has gained a wide range of experience working with clients from all walks of life, guiding them through the many complex aspects of financial planning to ensure that they fully understand their objectives, options and desired outcomes. Jessica prides herself on delivering an excellent service for her clients ensuring that they are well looked after through every stage of the financial planning process, firmly believing in the empathetic and emotional side of the process as much as the facts and financials.

The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve them.

In fact, the Investment Association (6 January 2025) found that 43% of UK adults planned to set financial goals at the start of 2025.

This year, with the tax burden rising, new legislation being introduced, and inflation remaining high, getting a handle on your personal finances could be at the top of your agenda.

Indeed, economic uncertainty in both the UK and across the globe could be a key driver for building financial resilience. In 2025, figures reported by IFA Magazine (13 February 2025) showed that confidence in the UK economy had plummeted among high net worth individuals, falling from 84% since August 2024 to 48%.

Whether you want to boost your retirement savings or pass on wealth to the next generation, this guide reveals five valuable tips to help you manage your finances, build resilience, and grow your wealth in 2026.

Download your copy here: 5 tips to help you manage your wealth in 2026

Please get in touch if you’d like to speak to us about your plans for 2026 and beyond.

Please note: This guide is for general information only and does not constitute advice. The information is aimed at retail clients only.

Guide: 5 tips to help you manage your wealth in 2026

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