Blog

Key financial planning challenges couples face and how we could solve them

15/05/25 Creating a financial plan can seem complicated, especially if you need to take into account your partner’s views, assets, and goals. At times, you might have conflicting ideas about what is “right” and it can be a difficult situation to navigate. Working with a financial planner as a... Read more

Financial protection: The key options that could protect your lifestyle and family

15/05/25 Financial protection could provide you with a cash boost when you need it most, and there’s more than one type to consider. Last month, you read why financial protection provides a crucial safety net should you face an unexpected shock. Now, read on to find out more about some of the... Read more

Maximising the wellbeing of giving

15/05/25 This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He has written more than 115 episodes of the Financial Wellbeing Podcast and founded the Institute for Financial Wellbeing.... Read more

7 things you need to know before you use equity release

22/04/2025 Your home may be one of the largest assets you own, and unlocking property wealth using equity release could significantly boost your funds later in life. According to the Equity Release Council, in the final quarter of 2024, homeowners withdrew around £622 million from their homes... Read more

3 scenarios when a variable-rate mortgage might be right for you

22/04/25 When you’re taking out a new mortgage deal, one of the key questions to answer is: do I want a fixed- or variable-rate mortgage? There isn’t a straightforward answer to the question. It’ll depend on your circumstances and your plans. If you choose a fixed-rate mortgage, the rate of... Read more

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