Uncategorised Posts

Looking After Your Financial Wellbeing in 2021

Financial wellbeing is having a feeling of control over your finances. It is about having confidence in the financial decisions you make and a sense of security in the face of difficult or unpredictable circumstances.

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Helping Your Employees Work from Home This Winter

For many, working from home has been a welcome change, helping to redress the work/life balance and eliminating long commutes and rigid working hours. However, there are downsides. The shutting of offices may cause employees to feel disconnected while the lack of a definite cut-off point may cause work to bleed into leisure time.   

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Covid-19 Market update – 08/07/20

In the past month, we have seen the slow release from lockdown across the world, moving from civil unrest and widespread protests, right the way through to being able to go to the pub, play golf and get a haircut. The FTSE 100 is currently holding at around 6250 having crept close to 6500 early […]

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Why a job title matters in the world of Financial Planning – by Scott Atkinson

When I look back to June 1995, when I started working as a Financial Adviser for a national independent financial advice firm, I now realise that what I did then and what I do now are completely different jobs.

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5 Romantic Ideas for Valentine’s Day in Hertfordshire

  Paris may be the City of Love, but you don’t have to leave Hertfordshire for a truly romantic 14th of February. We’ve come up with some brilliant options right here for anyone looking to spice up Valentine’s Day – after all, it’s not called Herts for nothing.

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Festive Fun in Hertfordshire

Hertfordshire has so many opportunities for festive fun this year, so we put together a list of some of our top picks. Enjoy!

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Independent Review Calls for Inheritance Tax Revision

Inheritance Tax (or IHT) is the tax owed on the estate (the property, money and possessions) of a person who has died. You can find out more about who needs to pay this tax and how much it is here* but one of the most important facts about IHT is the seven-year rule.

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A Guide to Different Types of Credit Cards

Credit cards are a common financial product used by a large portion of the adult population. However, there are many different types out there, so we have put together a brief guide to help navigate the complex world of credit cards.  

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Government Boost to Retirement Savings

Written by Amy MacKinnon, BA (Hons), FPFS – Financial Planner  Most individuals will have a pension, however, a lot of people saving for retirement may not have considered the use of a Lifetime ISA (LISA) alongside their pension to increase their savings.

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How to Pay and Save for Living Expenses at University

Tuition fees in the UK famously and controversially rose in 2010 from a cap of £3,225 to one of £9,000. This sparked protests around the country but to no avail as a judicial review against the raised fees failed in 2012 and those starting university that September faced the new fee system.

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