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Data for sale: How to check your financial information isn’t being accessed online

We live in an age where more and more services are becoming available online, and where the process of signing up for these services has never been easier. Whilst this offers greater convenience to our everyday lives than ever before, it also means your information is being held by an ever-increasing number of companies. The growth of online services has also meant that data breaches have been accepted as a regular occurrence. Worryingly, however, it may only be when your account is actually accessed by…
11th February 2019

Children caring for parents and the impact on everyone’s wealth

A recent study carried out in the USA found that those caring for elderly parents are likely to experience additional financial difficulties on top of the extra stress such responsibilities can bring. The study found that three out of ten American caregivers had also experienced negative consequences from their employers because of their duty to care for an older relative. Many had also seen their own retirement funds depleted because of the cost of providing care. The study also found that over three quarters (76%)…
11th February 2019

Is a personal referral the best way to choose a financial adviser?

You can spend your life working hard and following all the advice you pick up along the way. If you’re financially savvy, you might be able to pay off your mortgage quickly, put plenty into savings and build a nice nest egg to retire with. Getting a financial adviser to guide you through the process can be a great idea, but when you hand someone the keys to your capital, you want to make sure they know what they’re doing. There are plenty of excellent…
15th January 2019

What makes a resolution easier to keep?

The start of a new year brings with it many things, not least the tradition of setting resolutions in order to start the next twelve months off as you mean to go on. But as many people who’ve made new year’s resolutions will know, the intention of resolving to do or not do something is quite different to actually following through and making it a reality – and that’s true no matter what time of year you do it. So, what can you do to…
15th January 2019

4 key ways to prevent your grown-up children derailing your retirement savings

The Bank of Mum and Dad is a well-known concept and we all hate to see our children struggle financially, which is why many parents continue to support their children well into adulthood. Instead of being ‘empty nesters’, many parents discover that their offspring return to the family home straight after university (that is if they ever left in the first place!) due to the problems of getting a foot on the property ladder. The type of financial assistance given can take various forms, such…
7th December 2018

‘Winter sports’ doesn’t just have to mean skiing!

With winter in full swing, you might be thinking about how to make the most of the cold weather by donning your skis or your snowboard and heading for a winter sports break on the slopes. But instead of just going for the more obvious options, why not try something a bit different in the snow? Here are five ideas for some less conventional sub-zero sports and activities to mix things up a bit during the winter months. Snowshoeing – If you find it difficult to…
7th December 2018

Explaining fund charges and investment fees

If you hold any investments, or already work with a financial adviser, then it’s likely that you’re familiar with the fees you pay to invest or receive advice but what are these fees and why are they so important to keep a handle on?……
21st November 2018

The rise of ‘staycation’ buy-to-lets

Since the Brexit vote, ‘staycations’ have become increasingly popular. This is unsurprising – for many people, going to the bureau de change has become an uncomfortable experience of seeing their hard-earned pounds transformed into a pitiful equivalent of euros or US dollars. Research by VisitBritain found that there was a 5.8% rise in domestic holidays in 2017. Sykes Staycation index reported that 56% of all adults ‘staycationed’ in 2017 and that 74% planned to do so when they were asked about their plans for 2018,…
21st November 2018

Autumn 2018 Budget – Overview

Introduction A Budget for “Strivers, Grafters and Carers” Budgets, as we all know, take place on Wednesdays. After the excitement of Prime Minister’s Questions, the Deputy Speaker calls ‘the Chancellor of the Exchequer’ and he – so far we have not had a female Chancellor – bounds to his feet, delivering an upbeat message about the nation’s finances and pouring scorn on Her Majesty’s Opposition in equal measure. Most people had been expecting this year’s Budget to be in November. The Budget has been brought…
31st October 2018

3 financial fears this Halloween and how to overcome them

It’s time to be prepared for scary movies on TV, ghosts and ghouls trick-or-treating at your door and listening extra carefully for things that go bump in the night. But whilst these fears might be unfounded, it might be a good time to think about what frightens you in your finances and, more importantly, how to overcome those concerns. Keep reading for our top financial fears and what you can do to banish them this October. Losing big on your investments – It’s all too easy…
31st October 2018

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