Resources
Financial Planning Videos
Watch our on-demand video library for bite-sized insights on key financial topics. From investing to retirement planning, our short, expert-led videos make complex concepts simple—helping you gain clarity and confidence in your financial future, anytime, anywhere.
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Looking for expert financial insights? Browse our video library by clicking on a category to start watching and gain clarity on your financial future. Learn at your own pace!
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Don’t Underestimate the Risks of Buy to Let
Investing in property can be risky. Discover the dangers of negative equity, under-diversification, and how to assess rental income potential.
How to Decide Whether to Trust an Adviser
Trust in your financial adviser reduces stress and anxiety. Learn how to identify someone who’s competent and puts your interests first.
Most of Us Don’t Pay Enough Attention to the Future
Struggling to save for the future? Present bias makes us focus on today, but a solid plan and an adviser can help you stay on track.
Why Managing Your Own Investments Is a Risk
Managing your own investments is tempting, but behavioral mistakes like performance chasing could cost you. Learn how advisers add value.
Only Focus On Things That Matter
Stop stressing about what you can’t control. Carl Richards explains why focusing on what matters in investing leads to better outcomes.
Don't Aim for Perfection
Stop chasing the perfect portfolio. Carl Richards explains why simplicity and behavior-focused investing lead to long-term success.
Advice on Diversification From a Nobel Laureate
Learn from Harry Markowitz: Avoid chasing trends, diversify your portfolio, and rebalance regularly for smarter investing.
Is Factor Investing Worth It?
Learn the key differences between active, passive, and factor funds. Discover how size, value, and profitability factors can boost your portfolio's potential.
Why Cost Is Even More Important Than Before
Discover why fund fees remain a critical factor in investment performance, even as costs decline. Learn how to maximize your returns by managing expenses.
Preparing for Retirement Isn’t Just About Money
Retirement isn’t just a long weekend—it’s life on your terms. Learn how to plan your second life with purpose, guidance, and smart financial strategies
How to Maintain a Static Asset Allocation
Strategic asset allocation is hard, but sticking to your plan and rebalancing can boost your long-term returns. Learn how to do it effectively.
Retirees Need Help Living Life to the Full
Discover the five essential elements for a happy retirement, from meaningful activities to strong relationships. Live life to the fullest!
Why We Struggle to Think Long Term
Discover how intuition and present bias hinder investing success and why long-term focus is the key to lower risk and higher returns.
Financial Planners Don't Just Advise You on Investments
Discover George Kinder’s revolutionary life planning philosophy, prioritizing client goals over products and profits.
Three Key Principles of Successful Investing
Learn how diversification, cost control, and simplicity form the foundation of a successful investment strategy.
How To Be More Disciplined About Retirement Saving
Discover how fintech can help you save for retirement effortlessly. Start automating your investments today for a secure future.
Why Compounding Is So Powerful
Learn how even a small one-time investment can grow into a fortune with the power of compounding. Perfect for retirement and long-term goals.
Your Home is Not Your Pension!
Learn about the hidden costs and risks of treating property as your pension, and how it compares to investing in equities.
How to Guard Against Optimism Bias
Explore how optimism bias influences financial choices and why sticking to automatic, passive investing can yield better results.
The Benefits of Mindful Investing
Learn how mindfulness practice can reduce fear and greed, helping you stay calm and focused in your investment journey.
How to be Financially Independent by the Age of 50
Discover the secrets of the FIRE movement and how Andrew Hallam built wealth on a modest income by prioritizing smart money habits.
Investment Lessons from the COVID Crisis
Discover key takeaways for investors from the COVID-19 crisis, including the importance of long-term investing and avoiding panic decisions.
What Does a Financial Planner Do?
Explore how a financial planner helps you set priorities, navigate market risks, and stick to a plan tailored to your unique life goals.
Don't Just Focus On the Biggest Stocks
Explore the benefits of diversifying your investments with mid-cap and small-cap stocks, and why they may outperform mega-stocks over time.
What Can We Learn from Previous Generations about Investing?
Learn how focusing on the long-term, avoiding market timing, and staying patient can help you achieve steady investment returns.
Are You Judgemental About Money?
Explore how wealth, spending, and judgement shape our perceptions—and why open conversations about money can reduce guilt and shame.
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The Benefits of Financial Independence
Learn how early retirement and financial freedom allow Andrew Hallam to travel, build connections, and live a purposeful, happy life.
Is it Best to Rent or Buy Your Home?
Buying a home builds equity, but renting offers flexibility. Jason Butler explains how to choose based on your goals and financial situation.
Don't Overpay for Emotional Comfort
Market falling? Learn from Greg Davies how to avoid emotional mistakes and stick to your long-term financial plan.
Investment Performance is a Distraction
Learn why focusing on fees over performance can double your pension value. Insights from financial analyst Louise Cooper.
How Much Is Enough?
Discover how defining "enough" can balance saving, spending, and happiness. Financial planner Carl Richards shares expert advice.