
Back in March, Financial Planner, and our Managing Director Marlene Outrim celebrated the launch of her latest book at an event which took place at The Ivy, Cardiff. We were joined by the whole team and a group of clients to celebrate the occasion – sc …

If you can afford to, does it make good financial sense to overpay your mortgage? That’s what we’re asking in the fifth part of our 7 New Year Money Tips. The simple answer is, it depends. But generally, with savings interest rates so low at the moment …

It’s all too easy to reach for the plastic when you’re buying Christmas gifts or shopping in the New Year sales. That’s fine, but if you’re not going to pay it all off straight away, you need to make sure you’re not paying more interest than you need t …

Welcome to the third part of our 7 New Year Money Tips. This time we’re focusing on how you can leave yourself better off by making the most of your annual ISA allowance. With all of their tax advantages and flexibility, ISAs really should be the first …

In the second part of our 7 New Year Money Tips, we’re looking at some simple things you can do to save money on your bills. And if you find yourself with more time on your hands because of lockdown, there’s never been a better time to do it. Stick or …

With the new year upon us, it’s a good time to review your finances and make sure your money is working hard enough for you. With that in mind, we’ve put together our top 7 New Year Money Tips – our first in the series focuses on making the most of you …

There is a lot going on at the moment. The benchmark Footsie index managed a modest recovery as the final quarter of this difficult year got under way. That said, holding above 6000 is proving difficult right now. With tighter restrictions being brough …