Susan

A financial plan is rarely focused solely on the person making it. For many, a successful plan also benefits their family. When setting out your… Read More »How the benefits of your financial plan go beyond you to your family

The importance of saving is drummed into us from a very early age. As a child, for example, you may have had a moneybox and… Read More »How financial planning could give you the confidence to spend more

Last month, you read about how retirement is changing, with almost half of workers aged over 50 exploring phasing into retirement. There are plenty of… Read More »Phasing into retirement: The emotional and financial benefits

Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after work. Indeed, a July 2023… Read More »Guide: Everything you need to know about the State Pension

Taking control of your finances can be frightful. Complex rules that are easy to overlook could mean you fall for a “trick” when making financial… Read More »Trick or treat: The “tricks” a financial plan could help you avoid

Around the world, Japan is renowned for its wellbeing practices, concepts, and traditions. It’s not hard to see why. In 2025, Japan was ranked among… Read More »The Japanese wellbeing concepts that could improve your life

There were ups and downs for investors during September 2025, with disappointing economic data dampening the market at times. However, some positive outcomes also emerged.… Read More »Investment market update: September 2025

Your home is likely to be one of the largest assets you own. Indeed, according to the Halifax House Price Index, in August 2025, the… Read More »The essentials you need to know if you’re considering gifting your home to your children

Retiring should be a milestone you look forward to. It’s a chance to spend your time how you want and do the things you’ve been… Read More »How a cashflow model can turn retirement anxiety into excitement