Blog - Archive for the ‘Personal Finance’ Category

Why Should I Use You Instead Of My Bank?

3rd Jun, 2021

People are often loyal to their bank. This can be for nostalgic reasons (your grandparents set up a savings account when you were little) or practical reasons (they offered a good rate or a special incentive when you needed an account). This loyalty can often lead to people doing everything through their bank, including loans, […]

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Make Sure You Cover All Bases

19th Mar, 2021

  Do you have critical illness cover? Are you sure? As part of an initial client meeting I always ask what protection policies are in place. This could be work benefits (such as sick pay or death in service benefits) or standalone policies (such as life cover, critical illness policies). Quite often, clients with a […]

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Budget 2021

3rd Mar, 2021

  Today (3rd March) the Chancellor of the Exchequer, Rishi Sunak, announced the government’s spending and taxation plans for the coming year. Besides various measures announced to combat the economic impact of the “coronavirus”, the Budget covered everything from changes in welfare to changes in personal finance (which I have focused on in this post). […]

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2020 Budget

11th Mar, 2020

Today (11th March) the Chancellor of the Exchequer, Rishi Sunak, announced the government’s spending and taxation plans for the coming year. Besides various measures announced to combat the economic impact of the “coronavirus”, the Budget covered everything from changes in welfare to changes in personal finance (which I have focused on in this post). If […]

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Brexit and investments

18th Jun, 2019

It is around 3 years since the UK voted to leave the European Union, in a move which divided the nation. The new deadline of October is fast approaching but there is a lot to come in the meantime. We do not have a Prime Minister and the potential candidates have somewhat mixed views on […]

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2018 Budget

29th Oct, 2018

  Today (29th October) the Chancellor of the Exchequer, Philip Hammond, announced his second Autumn Budget. Traditionally the Budget is presented on a Wednesday, and Mr Hammond was keen to insist this change was not made to avoid his speech falling on Halloween. As usual the Budget covered everything from changes in welfare to changes […]

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