Financial Advice Blog

Articles about Financial Advice for you and your family.

Your Autumn Budget update, and what it means for you

After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’ll explain the key changes and what they mean for you.  Last year, in her maiden Budget, the chancellor sought to balance the public...

Guide: Planning for a longer life: Wellbeing tips and financial management strategies

Average life expectancies have increased significantly in recent years, both in the UK and the rest of the world. While people living longer is always good news, it also brings new challenges for your health and, crucially, your finances. Maintaining your physical and...

Guide: What the Back to the Future ripple effect could teach you about financial planning

It’s been 40 years since Back to the Future delighted cinema-goers with its time-travelling adventure. Teenager Marty McFly discovers the power of the “ripple effect”, and it’s something that could be valuable when you’re creating a financial plan as well.  One...

Unused services cost Brits £25bn a year

New research2 has found that the typical adult spends £496 per month on regular commitments, but £39 of that accounts for services that aren’t used. The most wasted outgoing is for gym membership, with 12% saying they pay for it, despite not using it. Other unused...

United in turbulent times – we’re in it for the long haul

As a result of the COVID-19 outbreak, global stock markets are suffering a major period of volatility. We all know that markets do not respond well to periods of uncertainty and that volatility goes hand in hand with stock market investment. Although undulations in...

For a sense of wellbeing – spring clean your finances

The days are longer, the sun is shining, it’s time to embark on a good spring clean. A great opportunity to de-clutter, organise and refresh your home and life. When your environment is clean, it brings a sense of wellbeing and contentment. This concept to tidy and...

UK LAGS IN TERMS OF RETIREMENT SECURITY

How are your retirement plans coming along? Hopefully you’re well on track to lead a financially comfortable retirement. A recent Global Retirement Index has highlighted that the UK trails behind a plethora of global counterparts in terms of retirement security9. The...

THE ‘FRONT DOOR’ OF ADVICE IS ALWAYS OPEN

The benefits of taking financial advice have again been confirmed by research. The findings of a recent International Longevity Centre UK (ILC) study for insurer Royal London suggest that those who took advice around the turn of the century were on average over...

AGGRAVATED BY ACRONYMS?

ATM, Bupa, COB, Duracell… these days it seems that acronyms, abbreviations and made up names are absolutely everywhere. Most people associate this linguistic phenomenon with creative industries such as retail and marketing. But don’t be fooled – financial...

Retirement Calculators

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Why use a Financial Advisor for Planning your Retirement?

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