top of page
Search


Investment market update: February 2025
After reading headlines throughout February, you might be expecting a gloomy investment outlook. Yet, despite threats of trade wars and...
Chris O'Meara
Mar 35 min read
11 views
0 comments


The guide to securing a mortgage with a poor credit score
Finding a mortgage with a poor credit score may seem like an uphill battle, but it isn’t impossible. If you’re an aspiring homeowner but...
Chris O'Meara
Feb 133 min read
3 views
0 comments


How “snowballing” your investments could boost your long-term returns
“Snowballing” could help your money grow at a faster pace when you’re investing over a long-term time frame. Imagine you’ve made a...
Chris O'Meara
Feb 134 min read
4 views
0 comments


Business owners: 5 reasons you could benefit from saving into a pension
Building a business can be exciting and rewarding, and it might play a key role in ensuring you’re financially secure now and in the...
Chris O'Meara
Feb 134 min read
4 views
0 comments


State Pension: Everything you need to know in 2025/26
For many pensioners, the State Pension provides a foundation to build their retirement income. Whether you’re already claiming the State...
Chris O'Meara
Feb 134 min read
6 views
0 comments


Looking beyond the numbers when using a cashflow model
A cashflow model is a valuable tool that lets you understand how the value of your estate and individual assets might change in the...
Chris O'Meara
Feb 134 min read
4 views
0 comments


Investment market update: January 2025
Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025, but there...
Chris O'Meara
Feb 135 min read
9 views
0 comments


Investment market update: December 2024
Political instability in Europe and further afield affected investment markets in December. Read on to find out what other factors may...
Chris O'Meara
Jan 216 min read
6 views
0 comments


How to pass on assets to vulnerable family members
When creating an estate plan, there might be people you want to pass wealth to but they’re not in a position to manage their finances....
Chris O'Meara
Jan 214 min read
8 views
0 comments


How do you become an ISA millionaire? Investment returns could be key
The number of people with at least a million pounds in their ISAs is on the rise. If you want to join their ranks, consistency and...
Chris O'Meara
Jan 214 min read
6 views
0 comments


3 important variables that could affect your sustainable pension withdrawal rate
Retirement is an exciting milestone, with more free time to dedicate to the things you enjoy. Yet, it can also be a daunting time,...
Chris O'Meara
Jan 214 min read
12 views
0 comments


5 useful allowances and exemptions that will reset at the end of the tax year
Using allowances and exemptions could reduce your overall tax bill and help you get more out of your money. On 5 April 2025, the current...
Chris O'Meara
Jan 215 min read
18 views
0 comments


Plans changed? Updating your financial plan could offer reassurance
Even the best-laid financial plan might need to change at times. If you find yourself in that position, you might benefit from...
Chris O'Meara
Jan 213 min read
7 views
0 comments


Guide: 5 key financial planning steps to consider during a divorce
A relationship breaking down can be incredibly emotionally challenging, and it may have a significant effect on your short- and long-term fi
Chris O'Meara
Dec 30, 20241 min read
1 view
0 comments


10 of the world’s best destinations to travel to during winter in the UK
It’s not hard to argue that winter is a magical period. In northern hemisphere countries like here in the UK, it’s the time of year when...
Chris O'Meara
Dec 2, 20241 min read
9 views
0 comments


3 helpful ways the Bank of Family could support aspiring homeowners
Property prices have outstripped wage growth over the last decade, and it’s made it more difficult for aspiring homeowners to get on the...
Chris O'Meara
Dec 2, 20244 min read
5 views
0 comments


8 practical tips for setting new year resolutions you’ll stick to
Have you made any new year resolutions yet? While many people start the new year with a goal in mind, not everyone sticks to their plans....
Chris O'Meara
Dec 2, 20244 min read
4 views
0 comments


How creating a care fund could provide you with essential protection later in life
Rising life expectancy is good news but it could present some challenges, including making provisions for potentially needing additional...
Chris O'Meara
Dec 2, 20244 min read
5 views
0 comments


Financial fears could be holding back millions of retirement dreams
Research suggests the fear of running out of money later in life could be holding back millions of retirees. While spending too much too...
Chris O'Meara
Dec 2, 20244 min read
4 views
0 comments


3 simple questions that may help you update your life goals for 2025
As 2025 draws nearer, now is the perfect time to think about your aspirations for the year ahead and beyond. Read on to discover some...
Chris O'Meara
Dec 2, 20244 min read
6 views
0 comments
bottom of page