It may be an old adage, but definitely one that remains true – it really never is too early to start a pension. So, if you’re looking to help secure the long-term financial future of your child, or grandchild, saving into a pension on their behalf may be a suitable option worth considering, in addition […]
Category archives: General Financial News
Steering you through troubled waters
Even experienced investors are likely to find the current investment environment a challenge, particularly when one considers the array of uncertainties in the post-COVID economy which are so fundamentally different to those faced during the last two years. Opportunities, however, are still available to investors who can steer a safe course through choppy waters. Uncertainty […]
Controlling your investment emotions
While Rudyard Kipling may not have been thinking about investments when he penned his famous poem ‘If’, his words will certainly resonate with investors at the moment. The current investment landscape undoubtedly presents a challenge, even for experienced investors, but those who can keep their head when all about are losing theirs definitely have the […]
Money/Wealth – In the News
With the next 30 years set to witness the largest ever intergenerational passing of wealth, the need for inheritance advice has never been greater. Intergenerational planning, however, can also help with more immediate financial needs, particularly when generations work collaboratively to find solutions that support the whole family both now and in the future. Healthy […]
Your financial wellbeing hub
The past couple of years have undoubtedly been a challenge for us all but, by pulling together, we have managed to get though an extraordinarily difficult period of time. Now, as we emerge into the post-COVID economy, we face a different set of challenges which, in their own way, appear no less daunting. One thing […]
Intergenerational planning – a growing need
With the next 30 years set to witness the largest ever intergenerational passing of wealth, the need for inheritance advice has never been greater. Intergenerational planning, however, can also help with more immediate financial needs, particularly when generations work collaboratively to find solutions that support the whole family both now and in the future. Inflation […]
If in doubt – talk it out!
According to a recent survey1, 90% of households are worried about rising prices. Financial worries can cause a great deal of stress and anxiety; nearly one in five people say they have lost sleep over soaring prices in recent months2. Money and wealth often feel like a bit of a taboo topic for families. Research3 […]
Your protection needs
We all know financial commitments are a fact of life. Mortgage repayments and household bills aren’t glamorous expenses, but they are unavoidable in spending our hard-earned cash. Protection insurance too should be seen as a certainty in your financial plans. With living expenses rising considerably, many people are having to tighten their spending reins. Cutting […]
The ‘Big Five’ personality traits of the self-made millionaire
In the first study of its kind1, researchers have distinguished the personality traits most common among self-made millionaires versus those who have inherited their wealth. The study analysed a sample of wealthy individuals according to the so-called ‘Big Five’ personality traits: • Openness (i.e. curious vs cautious) • Conscientiousness (i.e. efficient vs disorganised) • Extroversion […]
Sandwich generation: time to come first for a change
The sandwich generation are certainly used to challenges and putting other people’s needs before their own. However, cost-of-living challenges looks set to heap further pressure on this group which makes it vitally important they seek advice before taking any rash decisions which could sacrifice their financial futures. Stiff upper lip Research1 suggests that, although many […]