Category: Financial planning

A bucket list should be personal, fun and help you accomplish the things you want in life. We often talk about things that are on bucket lists, whether it’s travelling to a new destination or trying your hand at something different, but have you ever written down your ideas? Putting together a bucket list can

When you first think of seeking financial advice, it might be the calculations that you focus on. The figures are an important part of understanding your financial situation and what you can achieve. However, it’s just a small part of what financial planning is about and where it adds value. Financial Planning Week was celebrated

Banks scams are on the rise and becoming more sophisticated. Every year, thousands of people are duped into authorising payments to fraudsters that they may not be able to receive compensation for. Understanding how criminals operate could help protect your money. According to figures from Finance UK, more than £616 million was stolen by criminals

The amount of assets that are invested whilst considering the impact it will have has increased. More investors than ever before are taking ESG (environmental, social and governance) factors into consideration to align their portfolio with their values. But what investment strategies are there that allow you to reflect this? The 5th – 11th October

Bonds are a common feature in many investment portfolios, alongside stocks, shares and cash assets. But how do they fit into your investment portfolio and what percentage should be allocated to bonds? What is a bond? Before diving into purchasing bonds, it’s important to understand exactly what they are and, therefore, how they can be

Welcome to our latest update of the investment markets. We take a quick look at some of the key factors that influenced the stock market in August and could continue to do so over the coming months. August has been characterised by volatility, recession fears and the ongoing trade war between the US and China.

With summer over, the nights are already starting to draw in and the colder weather is arriving after months of record-breaking temperatures. That doesn’t mean you have to shelve your UK holiday plans until the spring though. Throughout autumn, there is still plenty of places to head without having to step on a plane when

Care in old age and the associated costs continue to be an area of concern for those planning their finances for retirement. With costs often in the tens of thousands of pounds annually, it may be one of the biggest expenses that needs to be factored in. However, the uncertainty of whether it’ll be needed

When you access your pension for the first time, will you still be working? Just a few years ago, it would have been a rare occurrence, but now half of people flexibly accessing their pension are still employed. Whilst it does have advantages, it could mean spending too much too soon. So, why is this

Changes to how savings are taxed means ISAs (Individual Savings Accounts) may not be as attractive as they once were. However, there are still plenty of reasons why ISAs should be part of your financial plan. ISAs were first introduced 20 years ago in a bid to encourage more people to save. An ISA is