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Blogs & Guides

Can you afford to take voluntary redundancy?

Can you afford to take voluntary redundancy?

By Simon Phippen
In Financial Planning
Posted 21st September 2020

A Financial Plan is the best tool to help you make big choices with your money and  your life. If you're going to make the leap, then do it with a map!

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Are you the Director of a Bank?!

Are you the Director of a Bank?!

By Simon Phippen
In Financial Planning
Posted 8th September 2020

The “Bank of Mum and Dad” has become one of the top lenders in the country. How can you help, and what do you need to think about?

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Our magazine ‘The Bridge’ Autumn 2020

Our magazine ‘The Bridge’ Autumn 2020

By Kimberley Davies-Phippen
In News & Information
Posted 3rd September 2020

In this edition of our in-house magazine The Bridge, we look at how you can use your money to make the most of your life.

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Conversations with my daughter.

Conversations with my daughter.

By Simon Phippen
In Investments
Posted 25th August 2020

What should we be teaching our young adult children about money? Here are 7 things I'd like to teach my daughter about money before her first payslip.

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What are the chances?

What are the chances?

By Simon Phippen
In Protecting What's Important
Posted 11th August 2020

The Covid pandemic has turned all of us into experts in risk-taking probability. We look at being prepared for life's unexpected surprises and protecting what's most important to you.

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Dealing with redundancy? This could be your finest hour.

Dealing with redundancy? This could be your finest hour.

By Simon Phippen
In Financial Planning
Posted 14th July 2020

Facing redundancy, or maybe wanting to change direction? We can help you look at your options. You might have more possibilities than you think!

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Has lockdown got you thinking about your retirement?

Has lockdown got you thinking about your retirement?

By Simon Phippen
In Pensions & Retirement Planning Pensions and Retirement Planning
Posted 8th July 2020

Has lockdown given you a sneak preview of what your retirement might be like? Don't waste this once-in-a-lifetime opportunity to understand what you really want from the rest of your life.

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Planning. What’s it good for?

Planning. What’s it good for?

By Simon Phippen
In Financial Planning
Posted 2nd June 2020

'Black swan' events are always going to happen. We look at how to start rebuilding and get back on track for what you want to achieve with your money and your life.

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How much money is ‘enough’?

How much money is ‘enough’?

By Simon Phippen
In Financial Planning Z Home Blogs
Posted 3rd May 2020

How much do you need to live securely, for the rest of your life? In these worrying and uncertain times, we can model your financial future, so you can see if you'll have enough.

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How much do you need to retire?

How much do you need to retire?

By Sue Richardson
In Financial Planning Z Home Blogs Z Our Experts View
Posted 9th April 2020

How much do you need to retire, and when can you afford to slow down or stop working? We look at how to plan for a comfortable retirement, and get the certainty you're looking for.

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