by Parker Kelly | Nov 1, 2024 | budgeting, estate planning, retirement choices
Stay Calm and Plan Ahead The recent UK budget introduced a series of changes that have sparked discussions among individuals planning for retirement and estate management. While it’s natural to feel concerned about how these modifications might affect your financial...
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 | 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 | Jun 19, 2022 | retirement choices, investments
When markets fall and fear dominates, it can be difficult to resist the temptation to sell out of the financial markets and switch to cash, with the idea of reinvesting in the future when feeling more positive about market prospects, in essence trying to ‘time the...
by Parker Kelly | Nov 29, 2021 | retirement choices, investments
If it feels like your money doesn’t go as far as it used to, then it isn’t your imagination. We have all read the headlines of increasing fuel prices and a shortage of products for Christmas. But what does it mean for you and your money, and what can you do to stay...
by Parker Kelly | Nov 29, 2021 | retirement choices, investments
The capital held in your pension and investments is likely to be invested in a wide range of sectors, assets and regions across the globe but how do you ensure the investment strategy is aligned with your views on ethical, sustainable and environmentally friendly...