Financial planning

“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?

One in five UK adults has no financial goals

Thursday, 24 May 2018 | News

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 all, new research has revealed.

Experts dismiss adage: 'Sell in May and go away until St Leger Day'

Tuesday, 01 May 2018 | News

Sell in May and go away until St Leger Day is a common investment adage, but it may not be one worth following.

Five common questions we ask IFAs - and the answers

Wednesday, 18 April 2018 | Blog | By Anne McClean

Everyone, of my clients’ financial situations is unique to them, and yet there are some common financial goals that I am asked about time and time again, along with the question; “can I afford to do this?”

Five questions to ask yourself about your finances

Wednesday, 11 April 2018 | Blog | By Anne McClean

Do you know what your financial needs are? For most, that’s going to be paying the bills every month, saving for a pension, and putting money into a rainy-day fund. But there’s more to it than that.

Five top tips to review your financial position

Wednesday, 04 April 2018 | Blog | By Anne McClean

Do you know what your financial position is? Have you calculated the total of what everything you are invested in and own is worth?

Your shout: Moneywise readers have their say in January 2018

Monday, 29 January 2018 | Blog | By Helen Knapman

Each month we publish the best comments, emails and letters from our readers. Here are the best of January 2018.

Financial advice: The good, the bad and the ugly

Thursday, 25 January 2018 | Article

We asked 10 leading financial experts to reveal the very best and worst advice they’ve ever heard.

Jeff Prestridge: Three ways I plan to get rich in 2018

Friday, 29 December 2017 | Article

I always start a new year full of good financial intention.

One in two financial advisers ‘fire’ customers with less than £50,000

Thursday, 14 December 2017 | News

Customers with investments of less than £50,000 are increasingly being turned away by their financial advisers.

Autumn Budget 2017: EIS offers the only investment break of the Budget

Wednesday, 22 November 2017 | News

Today’s Budget contained very little news, good or bad, for investors and savers: certainly nothing to encourage pension saving, and nothing even about Isa allowance limits increasing in line with inflation as they have done...