Financial Fitness

financial goals

Time to track and celebrate your wealth goals? With the Christmas festivities now a distant memory, money matters are firmly on people’s minds this year according to recent research[1]. A poll of more than 3,500 UK adults[2] found the most common money goals are: putting more money into their savings accounts (21%); paying off their […]

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Why being over 40 is the new mid-20s

financial planning for retirement

Healthier lifestyles and feeling happier about financial planning for retirement An increasing number of middle-aged Britons are getting healthier as they exercise more and eat better than they did when they were younger. Over-40s are turning to healthier lifestyles, with more than half rating themselves as more health-conscious than they were in their mid-20s, according […]

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6 Reasons to Review your financial needs and goals

financial goals

Take the time to think about what you really want from your investments You need to consider what you really want from your investments. Knowing yourself, your needs and goals, and your appetite for risk is a good start. 1. Consider your reasons for investing It’s important to know why you’re investing. The first step is to […]

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Family Succession planning

personal financial plan

Taking advice early and developing a personal financial plan is crucial to meeting long-term goals Succession planning may be one of the most challenging experiences facing any leader, especially an entrepreneurial business person who has built a family business from scratch, so it is crucial to get right. For a family business, transition is a […]

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