Category: Financial Planning

Wealth needs managing – now more than ever

Achieving your financial goals through investing, and one size does not fit all

Even as we hope to put the coronavirus (COVID-19) pandemic in the rearview mirror in 2021, uncertainty regarding both the virus and Brexit is likely to continue to weigh further on the UK and global economies as well as on our personal finances during this year. Continue reading “Wealth needs managing – now more than ever”

Financial action plan

10 steps to help you build a better financial future

In these uncertain times, it can help to focus on the things you can control. And working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind.

As another year rapidly draws to a close many of us may already be starting to think about what resolutions we can make to improve our financial health in 2021. And even though we may resolve to improve our finances, it’s knowing where to begin that’s key. Continue reading “Financial action plan”

Grow your money

Invest in a better future

Retirement planning is one of the most important investments you can make towards your retirement, to ensure you experience the quality of life you want in later years. But millions of retirement savers are unaware that they are sitting on a powerful weapon that could be used to fight climate change and other environmental problems – their pension pot. Continue reading “Grow your money”

The critical factor

Life-changing cover, for life-changing events

The coronavirus (COVID-19) pandemic has caused many households to reassess their financial defences with the purchase of protection insurance. The diagnosis of a serious illness can mean a very difficult time for your health and your wealth. ‘If you were to become critically ill and could not earn a living, would your family cope financially, especially to pay bills, mortgage and other expenses?’ Continue reading “The critical factor”