Bank of Mum and Dad

Bank of Mum and Dad: Can you Afford to Support Family?

The Bank of Mum and Dad has become essential for many first-time buyers struggling to scrape together a deposit to secure a mortgage. However,…

Read More

estate planning

Five Benefits of Estate Planning

Planning how you'll pass your estate to loved ones can be challenging, both practically and emotionally. But taking some steps to understand how you…

Read More

mental wellbeing

Ten Tips for Boosting Mental Wellbeing

When we think about improving health, it's often the physical that springs to mind, but mental wellbeing is just as important. Luckily, it's rising…

Read More

media

The Effect The Media Has On Your Financial Decisions

In the digital age, it's impossible to escape the media. But you might not realise the influence it's having on your financial decisions. Often, it's…

Read More

Brexit

Brexit And Your Finances

Three years after the Brexit referendum, it's still uncertain how and when the UK may leave the EU. With political turmoil, highlighted by the recent…

Read More

trusts

Trusts: What Are They And What Are They Used For?

A trust may be one of those financial tools you've heard of but know little about. In some circumstances, they can be an excellent way to help manage…

Read More

inheritance

Is An Inheritance Important To Your Financial Plan?

As we make financial plans, it's often necessary to make some assumptions. Perhaps you've factored in a few pay rises before retirement or calculated…

Read More

financial plan

The Financial Plan For Financial Planners

Earlier this year, the  Heath Report found that 5% of all financial advisers and planners have immediate plans to retire and think about their…

Read More

financial planners

What Elton John can teach financial planners about building a business

I've always believed that running a financial planning practice is a hugely satisfying career. You see how planning changes lives, you create career…

Read More

final salary transfers

The final blow to Final Salary transfers?

It was over two years ago when I first wrote about Final Salary transfers. Plenty of water has flowed under the bridge since then, including the…

Read More

network

Nine things which make the ideal network

As you probably know, the Professional Adviser awards took place earlier this month. One of the categories is 'Best Network,' whilst we were highly…

Read More

Eight things essential to scaling a business

The start of a new year is a natural point to take stock and plan for the year ahead. Even if your financial year starts in April, it's never too…

Read More