Why Referring Your Financial Planner to Friends Is a Win-Win for Everyone
Finding a great financial planner, someone who understands your goals, simplifies complex topics, and helps you build long-term wealth is a major step toward financial
What Happens to Your Pension When You Change Jobs?
Tips to Manage Your Pension During a Job Change Changing jobs? Learn how to manage your pension during a job change with expert tips on
Why Annual Reviews Matter
The significance of an annual review is often underestimated. You may find yourself questioning, “Why invest time in reviewing my finances annually? Isn’t my plan
Unlocking the Benefits of Salary Sacrifice Schemes for Employees: A Focus on Electric Vehicles
As a UK Employer, one of the most valuable roles you can play is helping employees navigate the various benefits available through group schemes. One
How Gen Z Should Be Thinking About Money in 2025
2025 is an exciting time for Generation Z. As they start to take the reins of their finances, it’s clear that their money habits will
Interest Rates Are Still High – What Does That Mean for Your Long-Term Plan?
The United Kingdom is currently navigating a period of high-interest rates, with the Bank of England’s base rate standing at 4.5% as of February 2025.
Goal Setting for Financial Success in 2025
Setting financial goals is the cornerstone of personal finance and is a large part of an adviser’s job. In the UK, there are so many
Maximising Life Experiences Through Smart Financial Planning
Guidance from a Financial Adviser’s Perspective As a financial adviser, I often encounter clients who diligently save for the future but struggle to balance this
From Start-up to Stock Market
The Fintech Boom and IPO Fever In recent years, the financial technology sector—encompassing companies like Monzo, Starling, Revolut, Klarna, and Stripe—has experienced exponential growth, reshaping
Understanding the Financial Implications of Paused Rollouts in the Weight-Loss Drug Market
The recent announcement from the Obesity Health Alliance regarding the pause in the pilot rollout of a weight-loss drug in England has garnered significant attention.