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Consolidating your pensions – is it a good idea?
Jenny is a 47-year-old Account Manager with a long and varied CV. She hasn’t quite had more jobs than hot dinners but, when she thinks...
Samantha Newman
Sep 233 min read


Saving for your child’s university education
Saving for your child’s university education requires careful planning and budgeting. By starting early, considering investment...
Samantha Newman
Sep 233 min read


2025/26 Tax Planning is Underway
Every year brings new possibilities, and as we approach the start of the 2025/26 tax year, it's the perfect time to maximise your...
Samantha Newman
Sep 232 min read


Can you afford to die?
Although not traditionally associated with jollity, for those who like to have the last laugh, a funeral may offer the perfect...
Samantha Newman
Jun 11, 20243 min read


The cost of raising a child
Lisa is a university lecturer and a keen kayaker in her early 50s. She’s also a single mum to two teenage daughters – Lila and Eliza....
Samantha Newman
Jun 11, 20243 min read


Why having an emergency fund matters and where to hold extra cash reserves
An emergency fund is important but extra cash reserves can also play an integral role in a diversified portfolio. So, here are a few...
Samantha Newman
May 8, 20244 min read


How financial advice adds more value to your life than you may realise.
Traditionally, the value of financial advice has been measured by monetary results of investment performance and returns. Today, the cost...
Samantha Newman
May 8, 20243 min read


5 practical ways to make your pension go further during the cost of living crisis
Household bills have increased rapidly during the past year. The current cost of living crisis began with the COVID-19 pandemic, causing...
Samantha Newman
May 8, 20244 min read
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