Personal finance news, guides & articles.
Thoughtful personal finance articles that explore topical issues and answer the questions people want properly explained, helping readers build understanding and make more confident decisions.
Cost of living: What does it cost to live in a bigger house?
The rising cost of living is a big issue, but for those thinking about moving up the property ladder, what does it actually cost to live in a bigger house?
What are the highest and lowest-paid jobs in the UK in 2022?
The best-paid job in the UK is a Chief Executive, earning £90k. The lowest is a Playworker at £14k. Find out the top-10 highest & lowest earning jobs in 2022.
What are fund charges and are they limiting your returns?
When making investments, it’s important to not only consider the potential returns you may see but crucially the fund charges required in making those returns.
What is net worth and how do I calculate my net worth?
What is net worth? How can you calculate your net worth? What is a millionaire? All these questions and more are answered in our in-depth article on net worth.
When to invest? Timing the market vs time in the market.
Checking your investments too often leads you to make rash decisions about your finances. Is time in the market more important than trying to time the stock market?
Is a Junior ISA (JISA) a tax-free way to transfer wealth?
A Junior ISA (JISA) could be a simple tax-free way for families to transfer wealth over time and may set your children and grandchildren up for life.
What is an ISA (Individual Savings Account) & which is best?
Individual Savings Accounts (ISAs) are a financial account for UK residents who can deposit a limited amount of money each year into for tax free gains & income.
Some financial resolutions for 2022.
With another difficult year almost behind us and as 2022 comes into focus, we consider some financial resolutions for the coming year. These are our top 5 new year financial resolutions for you to consider.
Is it better to release equity or remortgage?
We are often asked if equity release or a remortgage is the best option. This article outlines the benefits and drawbacks of lifetime mortgages and remortgages.
How we protect your financial information against cyber attacks.
Our risk team is dedicated to the security of our clients' data. In this guide, we briefly outline some of the measures we take to help keep your details safe.
What's the catch with equity release and is it a scam?
In a poll about Equity Release, the results were a 50:50 split between it being a useful way to release cash & to avoid it altogether. Is equity release a scam?
What is equity release and how does equity release work?
Equity release enables homeowners over 55 to access tax-free money that is tied up in the value of their property without having to move home or downsize.
How much will the State Pension be in 2022?
Following our article on State Pensions and the triple lock, we look at how much the state pension will be in 2022 and what this means for pensioners.
The top 5 things to do with your money in your 70s & beyond.
In your 70s, focus on estate planning, funding healthcare and reducing risk in your portfolio so you can live a fulfilling life, making the most of every day.
What is a power of attorney (LPA) and why do you need one?
A Power of Attorney is something everyone should have regardless of age, marital status or wealth. But, what is a power of attorney (LPA) & why do you need one?
The top 5 things to do with your money in your 60s.
Your 60s are when all those decades of planning & saving finally come into their own. It’s time to set your financial plans and get on top of your budget.
The top 5 things to teach your teenagers about money.
The money-habits teenagers develop last a lifetime. It’s crucial to get them started on the best foot. These are our top 5 things to teach teenagers about money
The top 5 things to do with your money in your 50s.
If your 40s are for plugging gaps in your savings, your 50s are about preparing to retire. This is our guide to the top 5 things to do with money in your 50s.
How to manage your money from childhood to retirement.
It's confusing knowing where to start with managing your money. This is our guide on how to manage money at every stage of life from childhood to retirement.
The top 5 things to do with your money in your 40s.
If your 20s are for setting good habits and your 30s are for building wealth, your 40s are about reviewing, reflecting and plugging any gaps before retirement.