A BETTER UNDERSTANDING
Savings & InvestmentsUncategorized

Investing Principles

Focus on what you can control. The deep global economic shock and uncertainty surrounding the coronavirus (COVID-19) pandemic has made everyone rethink their finances and investments, making it clear that financial security is more important than ever to our overall well-being. While it’s almost impossible to plan for a global pandemic, you should still have an investment strategy that grows…
Jen Paice
November 27, 2020
Budgeting & Financial habits

Planning for Succession

How Will You ‘Slice up Your Wealth Pie’? There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing past the initial discomfort to pursue the potential rewards of effective wealth transfer planning. There are three places your assets can go at your death: to your family and friends,…
Jen Paice
November 23, 2020
Budgeting & Financial habits

FINANCIAL ACTION PLAN

10 steps to help you build a better financial future In these uncertain times, it can help to focus on the things you can control. Working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind. As another year rapidly draws to a close many of…
Jen Paice
November 13, 2020
Uncategorized

Podcast – Blazing a Female Trail

The next episode of our podcast is now live! https://linktr.ee/fourwordpodcast In this episode, we are joined by successful female changemakers Anne Johnstone and Cathi Harrison. The four words we are thinking of this week are, Bravery Aspiration Inspiration Representation Anne is the recent founder of Fair Futures Partnership, a consultancy specialising in ESG advice and she is on a mission…
Jen Paice
November 6, 2020
Uncategorized

Over-50s with no Pension Provision

Consequences of not saving enough for retirement in our twilight years Planning ahead for retirement will help ensure you’re on track to achieve the financial future you want. However, millions of retirees may face the prospect of living in poverty during their twilight years and having to rely only on the State Pension as a result of failing to plan…
Jen Paice
November 5, 2020
Budgeting & Financial habits

Millennials Look to Build Long Term Wealth

Giving up on cash altogether, disillusioned by today’s dismal savings rates The number of people in their 20s and early 30s choosing to invest in a Stocks & Shares Individual Savings Account (ISA) prior to the coronavirus pandemic outbreak increased according to the latest HM Revenue & Customs annual ISA data. Research shows that Generation Z and Millennials are now…
Jen Paice
November 2, 2020
Pensions & Retirement

Setting up a New Life

One of the freedoms of retirement is getting to choose where to live What makes a good place to retire? It’s one of the most basic questions people ask themselves when they start planning for retirement. It’s also one of the most crucial questions and one that, surprisingly, many people don’t give a lot of thought to. If there was…
Jen Paice
October 27, 2020
Uncategorized

Podcast – Responsible Investing – by Default or Design

Episode 5 is now live! https://linktr.ee/fourwordpodcast This episode is called Responsible Investing - by default or design and the 4 words we are thinking of this week are, Money Awareness Diversity Optimism In this episode, we are joined by Charlene Cranny, Communications and Campaigns Director at UKSIF and Director of Good Money Week. Joining Charlene is our very own Scott…
Jen Paice
October 23, 2020

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