Money advice

Equity Release in Modern Times

September 21 2020 | Category: Money advice

Your home is probably your most important financial asset. But once you’ve paid off the mortgage, you’re sitting on a large amount of capital that is all tied up in your home. And with times being as uncertain as they are, tha...


Financial Mistakes Almost Everyone Makes (And How to Avoid Them) – Part 2

September 14 2020 | Category: Money advice

Hello, and welcome back to Part 2 of our series on common financial mistakes, and how to avoid them. In our last post, we talked about not having a financial plan, saving for yourself as well as your children, buying ‘too much h...


Retirement Planning During A Pandemic – What You Should Be Thinking About?

September 07 2020 | Category: Latest Trends, Money advice

At the moment, Covid-19 still has a lot of things up in the air. And while the immediate focus is on the continued loss of life and trying to control the virus as it slows, but shows no sign of stopping yet – we have been trying...


Financial Mistakes Almost Everyone Makes (And How to Avoid Them) – Part 1

August 31 2020 | Category: Money advice

Everyone makes mistakes. It’s OK – we’re only human! But when it comes to finances, some of those tiny mistakes can feel pretty big. Whether that’s buying something you couldn’t afford, wasting money on things that didn...


Why You Should Never (Ever) Only Pay the Minimum Payment

August 10 2020 | Category: Money advice

Credit cards. Love them or hate them, most people in the UK have one. The amount you have racked up in debt on your credit cards may vary, but each month you will be given a minimum amount to pay off, along with your new or curren...


Long Term Care Questions You Should Be Asking Now

August 03 2020 | Category: Money advice

No one likes to think about getting older. But unfortunately, it’s something all of us will have to deal with later in life. If we are lucky enough to make it to our golden years, then getting older comes with its own unique set...


How Will Covid-19 Affect My Pension?

July 27 2020 | Category: Money advice

If you’re in the 60+ age bracket at the moment, you might be worried about your pension. Not just the usual worries about if you have one and if it’s the right plan – but how the current pandemic could impact your pension fu...


Estate Planning During A Pandemic

July 20 2020 | Category: Money advice

The current Covid-19 pandemic has changed a lot of things in the world. In particular, it’s prompted a lot of people to do things they had been putting off for a long time (and not for very good reasons) – like getting their w...


Why You Need an Emergency Fund

June 22 2020 | Category: Money advice

When we work with new clients to help them plan for the future, one of the first things we talk about is an emergency fund. Mainly, if they have one in place or not. If they have – great! They are already one step ahead in the g...


How Goal-Setting Helps You Plan Your Finances

May 04 2020 | Category: Money advice

If there’s one rule we believe in in life, it’s that it’s always easier to plan your route when you know what the destination is. Otherwise it’s a bit like getting in the car and not knowing where you’re going. You can d...