Insights and Guides

What is Financial Planning and how can it transform your future?

At its core, financial planning revolves around understanding your current financial situation, setting clear goals and building a plan to reach them.

Economic Review – June 2025

Our latest Economic Review looking back on June includes – UK economy Q2 figures, BoE keeps Bank Rate, what will happen in the Autumn Budget and retail sales figures show a sharp drop.

RetireInvest Staff Spotlight – Marie Gorman

In our Staff Spotlight series we introduce you to various members of the RetireInvest team to help you get to know them a bit better.

‘Finfluencers’ too trusted by the under-30s

A survey shows nearly 80% of under-30s trust financial information from social media, with 77% trusting financial influencers ('finfluencers'). However, the FCA warns about scams, urging young people to seek professional financial advice rather than relying on social media.  

The big move – one in six relocating in 2025

One in six homeowners are planning to relocate this year. Key priorities include garages, gardens, and utility rooms. Many renters are aiming for homeownership, but affordability remains a concern, with many relying on family support for a purchase. 

Economic Review – June 2025

Our latest Economic Review looking back on June includes – UK economy Q2 figures, BoE keeps Bank Rate, what will happen in the Autumn Budget and retail sales figures show a sharp drop.

Residential Property Review – June 2025

May marked the busiest UK housing month since March 2022, signalling renewed momentum. Prime Central London softened amid tax changes, while outer markets stayed resilient. A £39bn pledge for affordable housing could significantly boost supply, though delivery challenges remain. 

Commercial Property Market Review – June 2025

UK commercial property showed signs of recovery in April, with a standout City deal, a retail investment rebound and stable activity in Scotland. While sentiment is improving, inflation, a dip in confidence and global uncertainty remain key risks across sectors. 

Protection insurance demand will soar in 2025

Demand for protection insurance (including income protection, life cover, and private health insurance) is expected to rise significantly in 2025. Economic uncertainties are driving greater awareness, with more people recognising the importance of safeguarding their financial future. 

UK mortgage market strengthens

The UK mortgage market saw a late 2024 boost, with home purchases up 15.6% on the previous year. Lower mortgage rates drove demand, though remortgaging fell by 9%. With 1.8 million deals expiring in 2025, activity may rebound.  

RetireInvest Staff Spotlight – Katie Dinsdale

“The versatility of equity release in addressing diverse financial goals”

Confidence seems to be returning to the equity release market, with total lending topping £622m in Q4 2024. Homeowners are unlocking their property wealth for various reasons, such as home improvements and retirement income. Professional advice is essential.  

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You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.