From the Expert: Investing - Valentine’s Stock Picking
You’ve eaten all the chocolate, who is benefiting from it?
Tax Return 101
We all hate tax at the best of times but I’ve put together a few pointers that will hopefully help you slay those tax demons.
From the Expert: New Year’s Resolutions & Related Stocks
One in five Brits makes resolutions every year, so I thought I’d take a look at the most popular ones and the companies on the stock market that might be affected by them.
Should I Consolidate My Pensions?
Should I pack my pensions into one easy to manage place?
The Impact of The Latest Interest Rate Rise on Mortgages
What effect will it have on your mortgage?
Autumn Budget 2017 Roundup
"Getting on the housing ladder is not just a dream of your parent's past, but a reality for your future." Philip Hammond
From The Expert: Investing - Black Friday Wish List
On the eve of the retail phenomenon that is Black Friday, I’m taking a look at how our changing shopping habits are reflected in the stock market…
What’s the Deal With Pensions for the Self-Employed?
Learn from the expert - you are missing out on the workplace pension scheme but there’s plenty of options available to make sure you secure a happy and comfortable retirement
How Can I Protect Myself and My Loved Ones Should Worst Come to Worst?
Learn about the main benefits of working with an adviser. An initial meeting with a financial adviser might be a little intimidating, so Rachel has prepared a checklist of what should we have ready before seeing an adviser for the 1st time?
Get Smart About Mortgages
10 tips from the experts to make sure every mortgage application is as quick and easy as it should be.
What is Inflation?
Inflation hasn’t been in the news for a long time and we’ve been in the situation where we’ve seen inflation-lowering over the last 30/35 years.
What is the step by step process of financial planning?
My aim is to make the complex world of financial services clear, simple and perfectly tailored to the client. I use a four-step process to develop financial plans, which can be adapted to suit personal needs.
Being prepared is half the battle ✅📓
“What are the benefits of working with an adviser? What should I prepare before seeing an adviser for the first time?”
First appointment with a financial adviser
Learn about the main benefits of working with an adviser. An initial meeting with a financial adviser might be a little intimidating, so Rachel has prepared a checklist of what should we have ready before seeing an adviser for the 1st time?
What is the main goal of financial planning?
The major purpose and reason for financial planning is to line up our financial and lifestyle ducks. But is financial planning really personal?