Danny has reached an impressive milestone, successfully completing his Level 4 Paraplanning apprenticeship. His apprenticeship incorporated industry exams, so he has also gained his Certificate in Paraplanning and Diploma in Financial Planning. His journey, which began less than two years ago, is a testament to his hard work…
read more
With 195 countries to choose from, deciding where to go on your next holiday can be tricky. In a world where many popular holiday destinations are flooded with visitors and overwhelmed with inauthentic restaurants and shops, you might want to find a place off the beaten path so you can truly enjoy the country you’re visiting. This is where…
read more
As a business owner, the Autumn Budget delivered at the end of October 2024 could affect both your business and personal finances. Read on to discover the key changes you need to be aware of. 2 Budget tax changes that could affect your business’s finances The good news is that despite speculation that Corporation…
read more
As 2025 draws nearer, now is the perfect time to think about your aspirations for the year ahead and beyond. Read on to discover some simple questions that may help you assess if your life goals have changed. Last month, you read about 10 financial tasks to complete to get your finances on track for the…
read more
The first rule of compounding: Never interrupt it unnecessarily. Charlie Munger In Indian folklore, a minister and wiseman called Sessa, apparently invented chess for his King, and in return asked for payment in grains of wheat: one grain on the first square, two on the second and doubling each square thereafter. The…
read more
With an estimated £5.5 trillion of wealth due to be passed on over the next 25 years by the ‘baby boomer’ generation – those born between the mid-40s and the mid-60s – and having explicitly ruled out tax increases for ‘working people’, it was no surprise that new Labour Chancellor Rachel Reeves should look to pensions and inherited wealth as…
read more
If you’re working and contributing to your pension, you might think you don’t need to do any more retirement planning just yet. However, seeking retirement advice in your 30s and 40s could mean you’re in a better position when you’re ready to give up work. According to a survey published in…
read more
Lifetime cashflow forecasting is a core part of financial planning that could help you understand how your future may look. It could provide essential information that means you’re able to feel confident about what’s to come and the decisions you make. Read on to find out how it works and why it might be valuable for you. …
read more
The end of the year is fast approaching, and while your mind might be on celebrating the festive period, it’s the perfect opportunity to tick off some financial tasks you might be putting off. Spending some time going through your finances and thinking about what you want to achieve next year could help you step into…
read more
Another four years have flown by, and this month we have experienced the 60th U.S. presidential election. The U.S. president is often considered one of the world’s most powerful figures, wielding substantial influence over the world’s largest economy and one of its most formidable militaries, albeit limited by a system of checks and balances through Congress. Perhaps it is understandable…
read more