financial advice

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 independent; to put money into a pension regularly; and when the opportunity arises, to squirrel a little away...

Read more »

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.

Read more »

What redress is there if a financial adviser is wrong?

Many people need to take financial advice.

Read more »

'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 equity release adviser Key.

Read more »

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 all, new research has revealed.

Read more »

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 confusion. We explain where to go for expert help

Read more »

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 that I am asked about time and time again, along with the question; “can I afford to do this?”

Read more »

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 own is worth?

Read more »

“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?

Read more »

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 mortgage market.

Read more »