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Financial wellbeing in recent years has become a key talking point when discussing people’s mental wellbeing. We already know that there is a strong correlation between someone’s mental wellbeing and financial situation, leading to more and more IFA’s looking to support their clients in this way. The Initiative for Financial Wellbeing (IFW) is a new initiative for anyone in the financial advice, financial planning and financial coaching community who wish to help their clients to Read more…

Welcome to our latest edition. As we enter another new phase in the coronavirus (COVID-19) pandemic, each UK nation has set out a roadmap out of lockdown, a positive sign that we can hopefully start to get back on track both financially and emotionally. It’s always a good time to consider financial planning, but even more so at the start of a new tax year, when you have a fresh set of annual allowances to Read more…

Welcome to our latest edition. At the time of publishing, Chancellor of the Exchequer Rishi Sunak had not delivered his Budget 2021 speech. We’ll look at the key announcements and how these could affect your personal, family and business finances in the next edition. You’ve worked to create a legacy for the people you care about. But have you put in place plans so that your loved ones can receive the most from the estate Read more…

Welcome to our first edition for 2021. In a year of renewal, hopefully we’ll see a world that is steadily returning to normal, while also rapidly accelerating into a transformed future. Although lockdown restrictions have eased in some areas, the coronavirus (COVID-19) pandemic will continue to impact on our lives in many ways. Where will we be in six months, a year, ten years from now? One thing is certain, COVID-19 has reshaped all of Read more…

Seeking mortgage advice before taking out a mortgage can be incredibly valuable in the long term. Good mortgage advice will allow you to find the best mortgage for your situation, whether finding your first mortgage or re-mortgaging or finding a buy to let mortgage.  There are also risks associated with not seeking advice. If you seek advice and find later that the mortgage is unsuitable then you will have more rights when you look to make a Read more…

Welcome to our latest issue. Inside, we look at a number of different topics to help you accomplish what matters most to you and your family as the festive period approaches. In these uncertain times, it can help to focus on the things you can control. And working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind. On page 06, Read more…