by Parker Kelly | Sep 27, 2023 | pensions, retirement choices
Do you know where all your pensions are? It’s time to simplify your financial life, and we can make it easier. The Importance of Consolidating Pensions Consolidating your pensions is like tidying up a cluttered room – it brings order and clarity to your...
by Parker Kelly | Sep 26, 2023 | savings and investments, budgeting
We’ve all been there: our busy lives leave us feeling like there’s never enough time to focus on what truly matters. And when it comes to financial issues like protection and pensions, it’s easy to relegate them to the back burner, thinking we can...
by Parker Kelly | Mar 9, 2023 | tax planning, isa, pensions
1.) Top up your ISA One of the most tax-efficient ways to invest is through an individual savings account (ISA). The 2022/23 personal ISA allowance is £20,000. There is no income tax, tax on dividends or capital gains tax (CGT) to pay on any gains from investments...
by Parker Kelly | Jan 12, 2023 | budgeting, debt management, retirement choices, wellness
There is nothing quite like the start of a new year to give us all a fresh perspective. If money is on your mind, here are four ways to help get a new perspective for 2023. 1. Revisit Your Household Budget Start the year by revisiting your budget. Assess your average...
by Parker Kelly | Oct 13, 2022 | pensions, protection
The news is full of stories about collapsing pension funds and risk to your retirement savings. From defined benefit/final salary schemes to defined contribution pensions, we look at the risks to your pension savings. Final Salary/Defined Benefits Pensions Final...
