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29 years of helping you with your finances
Why I’m a one-trick pony at parties
I spend a lot of time encouraging people – including family and friends – to build wealth and become financially…
Looking for free help managing your money? One-stop shop launched as three bodies are merged
The SFGB is intended to streamline the work of three different financial help bodies.Last week saw the launch of the …
What redress is there if a financial adviser is wrong?
One of our experts answers a reader's question.
'Bank of Mum and Dad' wants tax incentives to help children
Parents aged 55-plus desperately need financial guidance and tax incentives to help kids, according to new research from…
One in five UK adults has no financial goals
Over half of adults in the UK plan their lives only days or weeks ahead, with one in five people having no financial goals at…
Making your mind up: where to go for advice and guidance
The good news is that if you’re approaching retirement you now have so many options open to you, but this can lead to…
Five common questions we ask IFAs - and the answers
Everyone, of my clients’ financial situations is unique to them, and yet there are some common financial goals…
Five top tips to review your financial position
Do you know what your financial position is? Have you calculated the total of what everything you are invested in and…
“Should I switch funds, so I’ll have more income to help my daughter?”
A reader wants to boost her investment income, but is she risking her long-term financial health?
Co-op Bank brand to exit mortgage market – what does it mean for you?
The Co-operative Bank is to stop offering mortgages directly to new customers, with the brand set to disappear from the UK…