Author Archives: Shelley McCarthy

Death of the tax return

In the Budget last year, the government set out the vision for a transformed tax system that could mean the death …

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Holidays, wellbeing & happiness

Have you been anywhere nice for your summer holiday this year? According to new research from the insurer SunLife, we …

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Peer pressure costing parents dear

What impact are peer-pressured parent purchases having on your annual expenditure? New research by Sainsbury’s Bank has found that this …

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Doubts over long-term financial security for women

Women often face different financial challenges to men, as a result of which their long-term financial security can be put …

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Why are women failing to close the retirement savings gap?

Only one in ten women in the UK are on track to save for the retirement income they want. The new …

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Parents putting financial health at risk for university funding

Why are parents putting their financial health at risk for university fees funding? According to the Sutton Trust, graduates from …

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Your health is at risk because of this

New research conducted by Royal London has found that there has been an increase of diagnoses of serious illnesses. What’s …

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How does your spending compare to others?

When we construct a comprehensive Financial Plan for our clients, we are often asked how their financial position compares to …

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Price increase for the under 30’s

Under 30s are experiencing a big price increase with higher price inflation for the goods and services they consume. What …

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How to spend your money when the mortgage has been paid off

Nothing is more satisfying than finally paying off your mortgage. It brings people relief but also a little extra cash …

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