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Our financial guides are designed to keep you informed and to help you better understand how money works and, hence, make better financial decisions.
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Financial Services
10 things you can learn about your financial plan from these ABBA hits
On 6 April 1974, performers from 17 countries descended on the Brighton Dome for the 19th edition of the Eurovision Song Contest.
How to manage the harmful effects of inflation on your wealth
Over the last year, inflation has been high. It’s likely to have affected your day-to-day costs, and it could harm your long-term wealth too.
6 ways to help make better financial decisions
In some ways, financial wellbeing is about getting out of the bad habits we have acquired by linking money with success.
4 steps to creating a Financial Wellbeing Plan
This guide is designed to help you create a plan that will complement the advice you receive from your financial adviser.
Your complete guide to Financial Protection
Financial protection is an important part of creating long-term security. Yet, it’s something that many people overlook.
10 really fab things the Beatles can teach you about Successful Financial Planning
“Everybody was influenced by somebody, but I think everybody was influenced by the Beatles.”
10 new year resolutions that could boost your financial wellbeing
At the start of a new year, it’s common to reflect on what you want to achieve over the next 12 months, and to set out some goals.
Revealed: The value of Financial advice
Financial advice can help you live the life you want, feel more confident about the future and give you a chance to think about your goals.
Financial Protection for you & your family
These types of insurance can ensure that, if the worst should happen, the right amount of money will reach the right hands at the right time.
Intergenerational wealth planning
If ensuring your family is financially secure is one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones.
Savings & Investments
7 valuable behaviours for successful investing
As well as considering which investments could help, you might also want to review your behaviours and the impact they could have on reaching your investment goals.
The essential guide to ISAs
Changes mean that choosing the right ISA product for you while understanding how to make the most of your allowance isn’t as straightforward as it was previously.
12 Key points to consider before you start investing
There are many good reasons to consider investing money and the decision to invest should be based on a wider review of your financial situation.
5 important lessons that Napoleon can teach you about growing your wealth
There are many lessons that can be learned from his innovative and dynamic style of leadership – even when it comes to growing your wealth.
The history of Investing and what you can learn from the past
When building a financial plan, investing often plays a central role. While modern technology has become crucial for investing, we can still learn from the past.
Guide to ESG Investing
ESG investing means that when making investment decisions, environmental, social and governance (ESG) factors are taken into consideration.
The ultimate guide to National Savings & Investments
Introduced over 150 years ago, National Savings & Investments (NS&I) were introduced to encourage a culture of (unsurprisingly) saving!
Pensions & Retirement
Everything you need to know about annuities when creating a retirement income
An annuity could provide you with a way to create a guaranteed income once you retire. As a result, they may offer financial security and peace of mind over the long term.
7 useful questions if you plan to take a flexible income from your pension
When you start to access your pension, how will you take an income?
Your guide to pension consolidation
Do you have multiple pensions? In some cases, consolidating them could be beneficial.
The useful guide to reaching your retirement goals
There are many good reasons to consider investing money and the decision to invest should be based on a wider review of your financial situation.
The guide to laterlife planning & care
There are many lessons that can be learned from his innovative and dynamic style of leadership – even when it comes to growing your wealth.
Leaving an Inheritance vs Gifting during your lifetime
When building a financial plan, investing often plays a central role. While modern technology has become crucial for investing, we can still learn from the past.
Your complete guide to the State Pension
ESG investing means that when making investment decisions, environmental, social and governance (ESG) factors are taken into consideration.
Building a nest egg
Introduced over 150 years ago, National Savings & Investments (NS&I) were introduced to encourage a culture of (unsurprisingly) saving!
How to generate an income in later life
If you’re hoping to open a new ISA, there are now four different types to choose from and, if you have an existing Help to Buy ISA, you can continue to make contributions.
Tax Planning
7 allowances you might want to use before the end of the 2023-24 tax year
Read on to discover seven allowances you may want to use before the current tax year ends.
Leaving an inheritance vs gifting during your lifetime
It’s important to consider how you will pass on money and other assets to those who are important to you.
Inheritance tax and gifting guide
There are several things you can do to help lessen your Inheritance Tax burden, including making gifts during your lifetime.
Mortgage & Lending
The essential guide to mortgages
Read on to discover the essentials you need to know about mortgages and how your decisions could affect your finances.
The guide to using equity release to unlock property wealth later in life
With property wealth often inaccessible, you may be considering using equity release to unlock some of the money tied up in your home.
Remortgaging
The essential steps you should take when your mortgage deal ends. This guide could help you access a more competitive interest rate and find a deal that’s right for your circumstances.
Your complete guide to buy-to-let
If you’re thinking about investing in a property, there are some important things to consider first. Read on to find out what you need to know.
The parents guide to paying for University & Student loans
If you’re among the parents that are navigating student loans and the cost of university, this guide explains what you need to know.
The complete guide for first-time buyers
Buying your first home is a huge decision and a milestone you may have been looking forward to for years. But it can be a daunting step to take too.
Everything the bank of mum & dad should know before lending
Before you open the doors to the Bank of Mum and Dad, here’s a guide to all the factors you need to consider.
Your complete guide to mortgages
Mortgages and the process of securing one can still be filled with jargon and other complexities. This guide aims to provide you with all the information you need when searching.
Lifestyle
10 incredible destinations to add to your bucket list
Whether you want to be left in awe of natural sights, immerse yourself in a different culture, or see a historic monument, there are plenty of destinations to choose from.
10 magical life and money lessons you can learn from Disney
Brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce films – the company has gone on to become one of the most recognisable brands in the world.
10 simple but effective ways to create a better you
It’s never been easier to discover ways to enjoy a happier, more physically active, and stress-free way of life.
10 ways to lead a more sustainable life
Sustainability challenges can seem huge, but there are things individuals can do to minimise the impact they have on the environment and society.
10 ways to make the most of your garden
More than 80% of us have access to a private garden and, in the past year, we have been making increasing use of them.
Behavioural biases – how they impact your financial decisions
In some cases, we give decisions deliberate thought but most of the time, we need to make a quick decision, and this is where heuristics come in to play.
