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Six things we can learn from the wealthy

The things we can learn from rich people When it comes to money, what better way to improve your financial literacy than to learn from the wealthy? Take a second and think of someone you really admire. Chances are that nine out of ten of us would have chosen someone successful and wealthy. The wealthy […]

Would you pass a financial MOT?

financial MOT

Would you pass a financial MOT? It’s the dawn of a new year, and we are in the midst of challenging times. Managing your finances well is probably more important now than it has been for a long time. This time of year is a good time to review all your financial matters. Here are […]

Ethical investing made easy

A short guide to ethical investing You have the power to drive change in the world. To ensure that your values are taken into account when you invest. To support those companies that are making good things happen through the products and services they provide, the way they do business or how they give back […]

Are get rich schemes worth the risk?

There are a lot of reasons to be discouraged right now. We have a national lockdown, we know of people losing their livelihoods, there are promises of a deep recession and the news is gloomy. Worst of all, people are dying. There’s no doubt about it; we are living through an exceptional period and many […]

Wealth preservation: Seven ways to preserve your wealth, assets & property

Interested in wealth preservation strategies? In today’s article, we focus on the different ways to preserve your wealth, assets and property.  Whether you have earned your wealth, inherited it, or made shrewd investments, you will want to ensure that it can be enjoyed by you, your family, and your intended beneficiaries, and not the taxman. […]

5 ways a financial adviser could make you wealthier

Can working with a financial adviser could make you wealthier? According to a recent report by the International Longevity Centre, financial advice can leave savers around £50,000 richer over 10 years. There is also new evidence that financial advice offers especially good value for the less well off. In case you are wondering how this […]

How good is your workplace pension?

How good is your workplace pension? If you’re employed in the UK (as opposed to self-employed) you should be auto-enrolled into a workplace pension unless you’ve chosen to opt out. But although auto-enrolment is a good thing, it’s not an excuse to sit back and take no further interest in your pension. Many people I […]

How to avoid the 5 most common investor mistakes

Avoiding investment mistakes

Avoiding the 5 most common investor mistakes Whilst making mistakes is natural, making them in investing can be painful and expensive. Poor judgement could hurt your investment journey and potential returns. Thankfully, we can learn from the past mistakes made by others. Here are five common investor mistakes you should watch out for. What are […]

Who do you need by your side when getting divorced?

Divorce is considered one of the most stressful situations a person can find themselves in. It is no doubt a life changing event which no one should underestimate or go through alone. There are mixed and complicated emotions involved in the breakdown of any relationship. You’ll probably feel heart-broken, sad, angry, guilty or lonely; all […]

How much money will I need to retire on?

How much money will I need to retire? The question we often come across when talking to a new customer is ‘how much money will I need to retire on’?  Most people would agree that a lottery winning of a million would be very nice indeed. Some would however argue that a million wasn’t anywhere […]