Author Archives: Shelley McCarthy

How much do you need to feel wealthy?

One part of the Financial Planning service we offer is helping our clients identify their ‘number’. This concept was made …

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Financial tug of war between the generations

Could the combination of parents and children banking on financial support from each other lead to a financial tug of …

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Home alone over 65 & full nest parents

New figures from the ONS have highlighted the changing shape of family life in the UK, with home alone over …

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7 reasons your Financial Plan isn’t working

In simple terms, Financial Planning is an ongoing process to help you make sensible decisions about money that can help you …

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Budgeting makes us happy!

Budgeting is a cornerstone of Financial Planning, but more than half of us still don’t take this basic step. Despite …

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More millionaires means more inheritance tax

More millionaires means more inheritance tax, with the number of British millionaires growing by nearly a third in recent years. …

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Don’t die without a will

One critical piece of advice which applies to everyone is, don’t die without a will. New figures have found that …

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How Junior became an ISA millionaire by her 43rd birthday

Parents always want the best for their children. Using a Junior ISA can be an effective way in which to …

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Stagnant house price growth for London prime property?

Property owners in London could face a difficult few years ahead. New research by estate agents Savills is predicting stagnant …

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Take Control of Your Money, Be Happier

New research from Experian has explored the role money has in the lives of people in Britain, their attitude and …

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