Financial Planning

Mar 17
3 min

Brits don’t trust their partners’ investment advice. Financial planning as a couple can help you rea

When you’re making financial decisions, who do you speak to? One of these people is likely your partner. Yet, despite seeking financial...

Feb 3
4 min

How the Financial Services Compensation Scheme protects you

Following a year of uncertainty, you may be worried about your finances. Covid-19 has had an impact in many ways, from reducing income to...

Feb 3
4 min

Thousands will run out of money in retirement, will you?

Saving into a pension and accessing it comes with a lot of challenges as you need to think about how much income you need throughout...

Dec 2, 2020
4 min

Lasting Power of Attorney: Why is it something we put off?

Naming a Lasting Power of Attorney is something that we should all do. It’s something that can provide us with security if we’re unable...

Nov 4, 2020
3 min

Talk Money Week: The benefit of family financial planning

Each November, Talk Money Week takes place. It aims to get the nation talking about managing money, from discussing pocket money with...

Oct 12, 2020
3 min

Why financial advice can be important following the loss of a loved one

When you’re coming to terms with the loss of a loved one, financial planning will be one of the last things on your mind. Yet, in the...

Sep 17, 2020
1 min

Revealed: The value of financial advice

Financial advice can add real value to your life. Our guide looks at the ways financial advice can help you reach your goals and improve...

Sep 2, 2020
3 min

Understanding financial bias: How can you reduce the impact?

For our final blog in our financial bias series, we’re going to look at some of the steps you can take to reduce the impact of biases...

Aug 7, 2020
3 min

What happens if you don’t have a Power of Attorney in place?

A Power of Attorney is just as an important part of estate planning as writing a will. Yet, it’s something that many people overlook,...

Aug 7, 2020
3 min

Covid-19 spurs over-60s to consider later-life care

The Covid-19 pandemic has meant we’ve evaluated many areas of our lives and priorities. One area that’s now being reconsidered by the...

Apr 7, 2020
3 min

Financial planning: Why do you need to revisit your plan?

Financial planning is essential at all stages of life. Speaking to an adviser can help you focus on your financial goals and give you the...

Feb 28, 2020
4 min

Financial wellbeing: How do you score?

Ministers have launched a financial wellbeing scheme with the goal of turning Britain into a nation of savers over the next ten years....

Feb 28, 2020
4 min

4 ways you can efficiently pass wealth on to the next generation

Do you intend to pass on wealth to loved ones? If you want to help children and grandchildren become more financially secure, you need to...

Feb 28, 2020
3 min

What’s the purpose of your retirement?

Purpose in life gives you a sense of direction and provides meaning. Having a purpose can improve your wellbeing throughout life, and...

Feb 28, 2020
4 min

3 things to keep in mind when accessing your pension at 55

For most people, their pension becomes accessible from the age of 55. If you’re nearing your 55th birthday, you might be tempted to make...

Feb 11, 2020
3 min

Needs are for survival, wants are good to have

What’s the difference between a need and a want? It’s an important distinction. At a recent conference held by Financial Planning...

Dec 31, 2019
5 min

5 holiday destinations suffering from overtourism and how to beat the crowds

Overtourism has been grabbing headlines lately, as popular holiday destinations struggle under the weight of increasing visitor numbers....

Sep 25, 2019
2 min

Financial decisions on an empty stomach

I think we all know by now what tends to happen when we visit the supermarket on an empty stomach. If you are browsing the supermarket...

Jul 11, 2019
3 min

Opposite-sex couples set to gain civil partnership financial advantage

Millions of unmarried couples could gains a civil partnership financial advantage following new government proposals. The proposals are...

Apr 29, 2019
3 min

Are these the best ways to tackle intergenerational unfairness?

The House of Lords has published a report with proposals to tackle intergenerational unfairness, and addressing the growing gap in wealth...

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