You may be diligently saving a nest egg for children or grandchildren. Yet, without financial education, your efforts might not be as useful as you expect. Research suggests many children aren’t receiving sufficient financial education at school, leaving them ill-equipped to manage their finances as adults. Financial education was added to the national curriculum in […]

The arrival of the colder months means preparing for Christmas, thinking about your new year resolutions, and planning to battle illnesses. Whether you’re ill for a few days or you’re diagnosed with a long-term condition, needing to take time off work can have a financial impact. While you can’t predict when you’ll fall ill, there […]

An estate plan sets out how you’d like your assets to be managed and distributed during your life and when you pass away. It often involves thinking about difficult topics, such as what your funeral preferences or who you’d like to receive heirloom possessions. Once you’ve created an estate plan, it can be tempting to […]

What’s the most important factor affecting the performance of your investments? Your mind might jump to the ups and downs of the market, and they do have an effect. When share prices rise, so too will the value of your portfolio. However, the markets aren’t the starting point of a successful investment: your mindset is. […]