Everything comes down to money and love
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’.
Financial wellness checklist
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.
Investing your ISA
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.
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.
On savings: Why ISAs are smart
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.
Active vs. passive investment - the endless debate
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.
Beware of the credit card trap
Despite the fact that credit cards impart a sort of freewheeling spirit that is sometimes difficult to manage, they’re both useful and important.
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?”
The ABC’s of pensions💡👴 👵
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.
Different women, different habits 👛 👀
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.
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?
Our jargon buster for a better understanding of pensions
We have created this mini pension jargon buster in plain English to help you navigate the world of pensions.
Are you missing out on Child Benefit?
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?
What I should know about P2P (peer-to-peer lending)?
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.