Pandemic sparks a surge in over-50s seeking professional financial advice The coronavirus (COVID-19) pandemic has sparked a surge in people over 50 seeking professional financial advice[1]. For many, a sudden … Read More
International Women’s Day, Interview with Rebecca Mattingley
How did you get started in Financial Services? When I left University, I went into marketing and found that it wasn’t for me. I fell into financial services, through temping … Read More
Post-lockdown boost to financial wellbeing fades
Continuing impact on people’s physical health and financial wellbeing The coronavirus (COVID-19) pandemic has had, and will continue to have, a major impact on our lives. It is not just … Read More
Investing with impact
How ESG creates long-term value It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental.
Are your retirement plans in order?
A third of Gen Xers not confident they can fund their retirement One in three (31%) Generation X members (those born between 1965 and 1980) do not feel confident they … Read More
Lets talk about… Pension or ISA?
We are often asked the question – “Should I save into a pension or an ISA?”. While there is not a simple one-size-fits-all answer, there are circumstances that could dictate … Read More
Planning for early retirement
What are the financial consequences to stopping work in your 50s? Early retirement may be the ultimate dream for some, but the coronavirus (COVID-19) pandemic made it the only option … Read More
The power of a plan
How to create a personal financial plan in 8 steps When thinking about your future financial wellbeing, it can be helpful to consider a plan. It is a good idea … Read More
Pensions and retirement still remain a taboo
When it comes to marriage and money, it’s good to talk Millions of married couples have no idea about their spouse’s pensions and retirement plans, according to new research[1]. More … Read More
Lets talk about: The Do’s and Don’ts of Personal Finance
This article is for readers who want to get ahead with their personal finances. Following the dos and don’ts below will help you work towards your financial goals – whether … Read More