Sophie Harrison: Adviser at Hamilton Bennett Financial Solutions Ltd

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Sophie Harrison: Adviser at Hamilton Bennett Financial Solutions Ltd Empowering people from all walks of life to plan for and build their financial future.

📈 Index or active investing - which approach is right for you? Index investing can offer a simple way to gain exposure t...
24/09/2026

📈 Index or active investing - which approach is right for you?

Index investing can offer a simple way to gain exposure to a broad market. But it also means you're following the rules of that particular index.

🚀 Take SpaceX. Despite being one of the world's most valuable companies, it isn't currently included in the S&P 500.

Active investing takes a different approach, with fund managers selecting investments based on research and their views. 🔎

Neither approach is automatically better. The right strategy depends on your goals, timeframe and attitude to risk. 🎯

Inflation is proving unpredictable… so why do prices still feel so high? 👀 UK inflation fell to 2.6% in June, before ris...
21/09/2026

Inflation is proving unpredictable… so why do prices still feel so high? 👀

UK inflation fell to 2.6% in June, before rising to 2.9% in July. But that doesn’t mean prices are falling - they’re still rising, just at a different rate. 📈

From food and energy to global events and weather conditions, lots of factors can influence the prices we pay. 🌍🌾⛽

And with inflation still above the Bank of England’s 2% target, it’s something worth keeping an eye on. 👀

Understanding inflation can help you make more informed decisions about your savings, investments and financial plans. 💷📊

From 6 April 2027, most unused pension funds and certain death benefits are set to be included in your estate when calcu...
15/09/2026

From 6 April 2027, most unused pension funds and certain death benefits are set to be included in your estate when calculating Inheritance Tax. 💷

This means your pension could become an increasingly important part of your wider estate planning. 🏡📋

There are still exemptions and allowances to consider, and the impact will depend on your individual circumstances.

❤️ If you're thinking about what you’ll leave behind, it could be worth reviewing your plans before the changes come into effect.

Taxation rules can change at any time and are dependent on individual circumstances.

👀 ISA rules are changing - but what does that actually mean for you? From April 2027, the rules around Cash ISAs and cas...
07/09/2026

👀 ISA rules are changing - but what does that actually mean for you?

From April 2027, the rules around Cash ISAs and cash held within other ISAs are set to change. 💷📈

We’ve broken down 5 key things to know, including:

💰 The new £12,000 Cash ISA limit for under-65s
📊 What happens to the remaining £8,000 of your ISA allowance
⚠️ The new charge on interest from cash held in non-Cash ISAs
🏡 Plans for a simplified First-Time Buyer ISA
🎂 What the changes mean if you're aged 65 or over

The changes may seem complicated but understanding what’s changing and what isn’t - is a good place to start💡

Your approach to saving and investing should always reflect your individual circumstances, goals and attitude to risk 🎯

🎒 The new school year is here - and so are all the costs that come with it! 💷 From uniforms and school trips to clubs, l...
01/09/2026

🎒 The new school year is here - and so are all the costs that come with it! 💷

From uniforms and school trips to clubs, lunches and activities, those smaller expenses can quickly add up. 📚👟⚽

But September is also a good time to look beyond the immediate costs and check in on your family’s bigger financial goals. 💭

Are you still on track with your savings? 💰
Have your priorities changed? 🎯
And are you planning ahead for the costs that could come further down the line? 🎓🏡

A little planning today can help you feel more prepared for tomorrow. 🌱

📈 Stock markets have delivered some impressive returns over the past decade but investing is never quite as simple as lo...
28/08/2026

📈 Stock markets have delivered some impressive returns over the past decade but investing is never quite as simple as looking at one number 👀

📊 Markets rise and fall, different investments perform differently, and short-term headlines can create uncertainty 🌍

The important question isn’t just “what has performed well?” It’s “does your investment strategy still align with your goals?” 🎯

🌱 A long-term approach, diversification and a clear financial plan can help you navigate changing markets with confidence.

💬 Investing is a journey, not a shortcut.

The value of investments can go down as well as up, and you may get back less than you invest.

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