Research highlights key differences in wealth transfer preferences and family financial priorities between men and women Top financial priorities for 2025 include enjoying life (34%),
Over 15,000 active customers and £622m in lending recorded in Q4 2024, up from £525m in Q4 2023 A 3.3% increase in UK house prices
Knight Frank raises its UK house price growth forecast to 3.5% for 2025 amid rate cut optimism March saw a surge in transactions as buyers
Q1 2025 West End investments hit £1.71bn, driven by three major transactions despite fewer deals UK commercial property demand is rebounding, with offices and industrials
Economic and political uncertainty can lead to impulsive financial decisions—long-term planning is key Media headlines create noise, but financial plans should be tailored to personal
Income protection demand is expected to grow, with 51% of financial advisers predicting an increase in 2025 44% of advisers anticipate rising demand for life
30% of Brits moved home in the past three years, motivated by lifestyle changes and space One in six homeowners plan to relocate this year,
13 million UK adults are sitting on £430bn in cash, potentially missing out on higher long-term investment returns Many savers find investing too complex—74% need
IHT receipts topped £6.3bn in the eight months to December, a £600m increase on the same period the previous year OBR predicts IHT receipts will
US Vice President JD Vance spelled it out in Munich – “there is a new sheriff in town” – and that sheriff’s policies are already
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JML (Financial) Associates Ltd is Registered in England & Wales. Company Number 04146750, Registered office address: 42 St Andrews Gardens, Cobham, Surrey KT11 1HG. Authorised and regulated by the Financial Conduct Authority. JML (Financial) Associates Ltd is entered on the Financial Services Register https://register.fca.org.uk under reference 195987. The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. If you wish to register a complaint, please write to enquiries@ jmlassociates.co.uk or telephone 01932 865500. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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