How many times have you consciously avoided conflict/ a super awkward conversation with your partner? Unsurprisingly, talking about money with a significant other often feels like one of those topics that’s worth avoiding for ‘the greater good of the relationship’. 

Most of you (hopefully) accept the annual dental check as a mildly unpleasant but necessary part of life. Are you as diligent when it comes your money? Here’s a check-up checklist we’ve put together for you.

Biting inflation + a low interest rate environment = not great news for your monies. Don’t panic, though - there’s one way to make the most of your savings: you could invest in a stocks and shares ISA.

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.

Making contributions to an ISA has never been that simple and… smart. Following an overhaul of ISAs in 2014 the annual ISA allowance became more generous, allowing you to take advantage of great tax savings.

The predominant investment strategies today are active and passive management, and there’s plenty of arguments for both. Let’s take a closer look at the definitions and what they entail.

Despite the fact that credit cards impart a sort of freewheeling spirit that is sometimes difficult to manage, they’re both useful and important.

“What are the benefits of working with an adviser? What should I prepare before seeing an adviser for the first time?”

Let’s recap on pension funds: a pension fund is a pool of money accumulated from contributions from employers, employees, or both; it is invested in a range of assets - cash, shares or bonds - and is a tax-efficient form of saving.

If you’re anything like us (as in, a little bit nosy) - you’ve probably wondered how like-minded women earning different incomes are spending and saving their money.

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?

We have created this mini pension jargon buster in plain English to help you navigate the world of pensions.

Are you part of the 38,000 mothers in the U.K. missing out on Child Benefit? Most of us would not know but missing out on Child Benefit means missing out on state pension rights... So, why is it important and how does this work?

Today, borrowers see Peer to Peer (P2P) as a vital supply of capital in a climate of reduced bank lending, while investors see P2P as a way to potentially earn an inflation-beating investment return when savings interest rates are at an all-time low. 

You’ve worked hard to save enough beyond cash savings and want to do something meaningful with your money. Learn how to invest your first £1,000!