You may know Sandra as our Client Relationship Manager, but now is your opportunity to get to know her a little better. What is your job title? How did that happen? Client Relationship Manager. I was taken on as Professional Support and I really enjoy …
Our Director of Financial Planning Gemma Williams provided commentary for BBC Wales on Budget day. Here’s her personal commentary on the Budget and what it means for you. Budget Update Budget day could be likened to entering the Grand National- there a …
Welcome to the final day of 7 days of our New Year money tips – today we look at the benefits of reviewing your pension. Organise your pension The writing is on the wall for up to 5m pension savers, currently enjoying higher-rate tax relief on their pe …
Welcome to day 6 of 7 days of our New Year money tips – today we look at the benefits of selling your unwanted possessions. Time for a spring clean Are you struggling to find a home for all of those new Christmas gifts? Instead of creating more clutter …
Brian Tora from JM Finn & Co gives his insightful market commentary for UNIQ Family Wealth: A challenging start to the New Year The New Year got off to a tricky start for investors. Not that 2015 could be viewed as the easiest of years. The FTSE 10 …
Welcome to day 5 of 7 days of our New Year money tips – today we look at the benefits of overpaying your mortgage. Overpay your mortgage With interest rate rises potentially looming it may not be long before the lower rates we have become accustomed to …
Welcome to day 4 of 7 days of our New Year money tips – today we consider how you can approach your credit card debt. Be smart with credit cards Christmas and the New Year sales can be a time of indulgence that builds up debt on your credit cards. Idea …
