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Category Archives: Financial planning

Planning to leave a family legacy?


Impact of coronavirus (COVID-19) on Will making We are living in extraordinary times right now, in the grip of a global coronavirus (COVID-19) pandemic. Many people are concerned to ensure that their affairs are in order and that they have … Continue reading

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Family finances


Traditional spending and saving habits have been turned upside down Household finances including spending and saving patterns have deteriorated drastically since the coronavirus (COVID-19) lockdown, despite unprecedented Government support. Traditional habits have been turned upside down, and household budgets that … Continue reading

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Financial fallout from COVID-19


Impact on the nation’s wealth and financial security It is becoming uncomfortably clear that while not everyone has been physically affected by coronavirus (COVID-19), every single one of us will be impacted financially. During the pandemic, savings and investments have … Continue reading

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Building a strategy that meets your financial needs


Preparing ourselves for life to be really strange for some time The only constant in life is change, which is why individual financial life planning should not be a one-off exercise. Reviewing your finances regularly is essential if you want … Continue reading

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Looking to the future


Successful life planning also requires a significant degree of financial planning We spend our lives planning our next holiday, for a family, buying a property, funding a child’s education and for the day we retire. So then why is it … Continue reading

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Wealth uplift


Calculating the value of financial advice Quantifying the value of financial advice has always been a challenge because people who receive financial advice have different characteristics to those who do not.

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2020 financial resolutions


What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on … Continue reading

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Every journey starts with a destination


Looking at the bigger picture for your wealth and security Every plan starts with a goal, just like every journey starts with a destination. Planning your financial future is not only important for your security, but it also provides peace … Continue reading

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Money lessons


5 tips that add up to teaching your child about money matters Understanding how money works is an essential life skill. Unfortunately, for a lot of people, these lessons come later than they should, and often as the result of … Continue reading

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Economically active


Why longevity also brings with it some unique financial challenges Statistics clearly show that Britons are living longer. While a long life can be a good thing, longevity also brings with it some unique financial challenges. Our ageing population is … Continue reading

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