September 19, 2024
Regular financial reviews may help you get more out of every stage of life

Balancing your long-term goals with enjoying your life now can be a difficult balancing act. Regular financial reviews could ensure you get more out of your life at every stage by helping you to strike a balance that suits your needs.  It’s a common misconception that financial planning is simply about accumulating wealth. While managing […]

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September 19, 2024
How “lifestyle financial planning” could help you reach your goals

Effectively managing your finances to get the most out of your assets often means going beyond paying into a pension regularly or selecting a fund to invest in . That’s why lifestyle financial planning could help you better align your finances with the life you want to lead now and in the future.  Financial advice […]

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September 18, 2024
Study: Greater freedom means money can buy happiness

A new study has disputed the saying “money can’t buy happiness”. In fact, the research suggests the opposite is true, money can buy happiness, but it isn’t as simple as accumulating as much wealth as possible.  According to the Guardian, a study from the University of Pennsylvania found a strong association between money and happiness. […]

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June 18, 2024
Investment market update: May 2024

On the back of data showing some countries have exited recessions at the end of the first quarter of 2024 and inflation falling, several market indexes reached record highs in May. Read on to find out what else may have affected the markets and your investment portfolio. UK Dominating headlines towards the end of May […]

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June 18, 2024
5 breathtaking coastal walks you can take this summer in the UK

The UK boasts some of the most spectacular coastlines in the world. Trails across the country can take you through sleepy fishing villages, tumbling clifftops, and unique natural formations that are the stuff of legends. Though your adventure may depend upon the whim of the infamously temperamental British climate, there are stretches of the coast […]

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June 18, 2024
Could downsizing help fund your retirement?

Research from Savills suggests that retirees could boost their income by downsizing. While selling your home and moving to a smaller property could be a valuable way to fund your later years, there are some important considerations you might want to weigh up first. Read on to find out more. Over the last few decades, […]

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June 18, 2024
Uncertainty drives record numbers to take out income protection. Here’s what you need to know

Figures from the Association of British Insurers (ABI) suggest a record number of families are taking out income protection to create a safety net. Read on to find out how income protection works and whether it could be valuable for you. Income protection would pay out a regular income if you were unable to work […]

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June 18, 2024
Explained: When do you need to declare the interest earned on savings?

Rising interest rates have been fantastic news for savers. But it might have left you wondering if you need to pay tax on the interest you’ve earned, and how to pay it if you are liable. According to online bank Marcus, 71% of people were not aware that the interest on savings could be taxed. […]

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June 18, 2024
3 valuable pension lessons workers can learn from retirees’ regrets

2 in 5 UK retirees have retirement regrets, according to a Canada Life survey. If you’re saving towards your future, you could learn some valuable pension lessons and avoid repeating the same mistakes. Securing the retirement you want often means thinking about this milestone many years before you celebrate it. One of the key challenges […]

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March 19, 2024
Investment market update: February 2024

While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which could pave the way for interest rate cuts later this year. To reflect this, the Organisation for Economic Co-operation and Development (OECD) has lifted its 2024 global growth forecast by 0.3%, when compared to the […]

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