5 ways to ensure you get the most from a financial review
As we head into another new year, it’s the ideal time to carry out a financial review. This can provide an opportunity to consider your existing strategy and ensure it’s…
Category: Investment
10 powerful money lessons to develop your children’s financial skills
If you’re anything like me, you’ll have several members of the family to buy presents for this Christmas. Increasingly, youngsters ask for money to put towards items they want, whether…
5 really important lockdown lessons you must know if you’re asking “should I invest now?”
It’s fair to say that the last 18 months have had their fair share of twists and turns, and nowhere is this truer than with investments. While the markets rallied…
What is an ethical investment?
What is an ethical investment? An ethical/green/SRI/sustainable investment is one which not only considers the financial returns of a company but also their ethical/SRI credentials. Such investments can either positively…
Where is my money invested?
Within this article, we will look at where money is invested generally. Although there is some control over this in the amount of risk we take, the actual nuts and…
New Year – Time to review your finances?
Happy New Year! It’s 2020 a chance to start afresh and do all of those things you said you were going to do last year but didn’t get round to. …
Spring clean your finances
Spring is in the air. We are seeing lambs in the fields, colourful flowers blooming, and the sun if we’re lucky. Spring has also always been associated with having a…
New tax year – now is the time to do your Financial Planning
Many people leave their financial planning until the last minute, at the end of the tax year. Luckily, some providers remain open until midnight on 5th April each year and…
Buy to Let vs Investments
I have recently had a number of conversations with clients regarding the merits of investing their money verses purchasing a buy to let property. Buy to let properties are often…
When should I talk to a financial adviser?
In my previous blog, I looked at the types of saving, investment, pension and protection you may be considering when thinking about if you need a financial adviser. In this blog the…