Our September insights have taken us on a short journey. We started by considering why September can provide a natural opportunity for a financial reset. We then explored how accessible savings, protection and clear goals can help us prepare financially for change. We now bring those ideas together by asking a simple question: why do […]
Why Financial Plans Need to Evolve Read More »
When I started work at 18, my godfather suggested that I take out a new ten-year endowment policy each year. For younger readers, an endowment was a long-term savings policy designed to provide a lump sum after a set period. The advice was well intended. It encouraged me to save regularly and think beyond my
Preparing Financially for Change Read More »
Every January, we see articles about New Year’s resolutions. We make plans to save more, spend less or finally deal with the financial tasks we have been putting off. Some resolutions last. Many do not. Often, this is because we try to change too much at once. Then life happens, priorities shift and our good
Autumn Financial Planning: A Simple Financial Reset Read More »
