Passive vs Active – How your approach to investing could determine your success

31 Aug 2023

Investing in financial markets is often perceived as a sophisticated process, involving a myriad of strategies and choices. One of the key choices an investor must make is whether to adopt an active or a passive investment approach. Both strategies

Read more...

Income protection: The overlooked lifeline in financial planning

31 Aug 2023

One of the most frequently overlooked aspects of financial planning is income protection insurance. While it is easy to focus on immediate needs and short-term financial goals, planning for potential future hurdles can sometimes allow this critical form of insurance

Read more...

Are you one of the many savers missing out on millions of pounds of unclaimed pension tax relief?

31 Aug 2023

In the last five years, an incredible £1.3 billion of pension tax relief has gone unclaimed in the UK – with higher and additional-rate taxpayers losing out on incredible sums according to some experts. This tax is the Government’s mechanism

Read more...

Time to take Action! Rising interest rates are costing people thousands.

16 Aug 2023

Safeguard your Mortgage with a quick review. The cost of living crisis is still in full swing with inflation still high, even with the recent drop announced this week, and the cost of our average household bills far higher than

Read more...

What is the minimum amount needed to retire in 2023?

26 Jun 2023

Planning for retirement is no easy task as this is related to lifetime earnings and anticipated needs in later life. People’s needs, or their perceived needs, vary widely. However, there are some facts and figures which can be used to

Read more...

The advantages of a long-term savings account

26 Jun 2023

Disappointing interest rates on everyday savings accounts and other investments mean investors and everyday savers are looking for alternative places to put their money. One of these is long-term savings accounts. Long-term savings accounts have several advantages. The primary advantage

Read more...

Is there such a thing as a good debt?

26 Jun 2023

While debt is often seen in negative terms there can be times in life when it is not only a necessity but can lead to a better financial position. That is if it is done in the right way. Broadly

Read more...

Have you checked your NI Contributions to ensure you maximise your state pension entitlement – as deadline is extended to July?

28 Apr 2023

Each week seems to bring more depressing news on how the state pension retirement age is continuing to rise; which is why it is more important than ever to try and make sure you maximise your full state pension entitlement

Read more...

Savers switch accounts in the hunt for higher interest rates

4 Apr 2023

UK savers are voting with their feet and changing accounts in large numbers in the hunt for higher interest rates. There was a reported 317 per cent increase in the switching of accounts in the last three months of 2022.

Read more...

Get to know your pension allowances and make sure you use them

4 Apr 2023

Maximising your pension allowances can help you achieve your retirement goals and ensure that you have enough money to live on when you retire. The UK Government provides several pension allowances, and it’s important to understand these allowances and how

Read more...