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Understanding Life Cover
Introduction Life cover, also known as life insurance, is an important financial product designed to provide financial security to your loved ones in the event of your death. It...
Quick Guide #1 – Income & Expenditure
Assessing Income and Expenditure: The Foundation Stone of Financial Planning We’re all terrible for saying ‘I had no choice’ but really, we always have a choice. Even if it's...
Tax Year End Countdown: Key Consideration for UK Investors
It might feel like Christmas and New Years was just a moment ago (or a very distant memory!) but now that we are in February there is a very important deadline to consider. With...
Finding Your Financial Compass: Navigating the UK’s Financial Planner Landscape
Navigating your finances can feel like sailing into uncharted waters – that's where a good financial planner comes in. But finding the right one in the sea of UK Financial...
Equity Release: A Potential Solution for Interest-Only Mortgage Holders in the UK
If you are over 55 and have an interest only mortgage then this short article might help you consider your options. Back in 2013 Experian, with support from the FCA (then FSA),...
The Importance of Mortgage Advice: Now More Than Ever
I’ve been talking to several new clients recently who all said they used a broker to help them get the best mortgage rate when they first bought their properties many years ago,...
What could finding a lost pension pot mean for you?
When the legendary Warren Buffett speaks about money, he says "Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. 1." The same rules should be applied to your...
The FTSE 100 & why it doesn’t really reflect the UK economy
Introduction The FTSE 100, short for the ‘Financial Times Stock Exchange’ 100 Index, is a well-known stock market indicator. It includes the top 100 companies listed on the...
Newsletter June 2023
Well, it's been another interesting year in financial planning and the world generally. The ongoing war in Ukraine, US China trade battles and who will quickly forget the brief...
Accidental Vs Professional Landlords
You can’t be serious! Accidental Vs Professional Landlords and the mine field of owning rental property Introduction: Many of us have dreamt of being a property mogul and the...