If you’re earning well but don’t have time to think about money, you’re not alone. This is how we can help: As a family-run firm spanning two generations, we understand what money really means to quality of life. But in…
The importance of saving is drummed into us from a very early age. As a child, for example, you may have had a moneybox and been encouraged to save your spare coins. As you get older, this extends into saving…
An estate plan sets out how you’d like your assets to be managed and distributed during your life and when you pass away. It often involves thinking about difficult topics, such as your funeral preferences or who you’d like to…
The arrival of the colder months means preparing for Christmas, thinking about your new year resolutions, and planning to battle illnesses. Whether you're ill for a few days or you’re diagnosed with a long-term condition, needing to take time off…
What’s the most important factor affecting the performance of your investments? Your mind might jump to the ups and downs of the market, and they do have an effect. When share prices rise, so too will the value of your…
High earners striving to build wealth, dubbed “Henrys” (high earner, not rich yet), may find their tax position changes drastically as their income grows. Being aware of your tax liability now and in the future could allow you to create…
While many people don’t rely on care later in life, planning for the potential cost of it could help you feel confident about the future and mean you have more options should you need support. According to a December 2021…
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. There is…