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Your End-of-Year Financial Checklist: 5 Smart Money Moves to Make Before 2026
A UK financial adviser's guide to the 5 smart money moves you should make before the end of the year, covering ISAs, pensions, tax planning, and more.
You Track Your Steps, But Are You Tracking Your Wealth? The Case for a Financial Wellness App
You track your health, steps, and food. But are you tracking your finances? Learn why a financial wellness app is essential for your future security and freedom in the UK.
What is the 25x Retirement Rule and Does It Really Work in the UK?
What is the 25x retirement rule (or 4% rule) and does it work in the UK? Our guide explains how to calculate your number and its modern-day limitations.
How to Get Out of Credit Card Debt Faster: Your Step-by-Step Guide
A UK guide to clearing credit card debt. Learn how to use balance transfers, personal loans, and proven payoff strategies like the Snowball and Avalanche methods.
Snowball or Avalanche? The Best Way to Pay Off Debt Fast in the UK
A UK guide comparing the Debt Snowball and Debt Avalanche methods. Learn how to pay off debt faster with our clear, step-by-step explanation and find the best strategy for you.
Beginner's Guide to Start Investing in the UK
Joshua, UK based financial adviser explains how to start investing. Learn the difference between saving and investing, ISAs vs. Pensions, index funds, and how to manage risk.
How Much Should I Be Saving Every Month?
A UK financial adviser answers: what percentage of your income should you save? We cover the 50/30/20 rule, emergency funds, investing, and setting savings goals.
Bank of England Cuts Interest Rate to 4%: What It Means for Your Mortgage and Savings
The Bank of England has cut its base rate to 4.0%. Our guide explains the immediate impact on your UK mortgage, savings, and what to expect next.
The Richest Man in Babylon: 5 Timeless Lessons for Building Wealth in the UK Today
A UK guide to the key lessons from "The Richest Man in Babylon." Learn the ancient secrets to paying yourself first, controlling spending, and making your money work for you.
In Your 50s? 5 Financial Fixes for a Secure Retirement
A UK guide for your 50s. Learn the 5 essential financial fixes to make now, from your final pension push to IHT planning and creating a retirement income strategy.
In Your 30s? 5 Financial Fixes to Make Before It's Too Late
A UK guide for your 30s. Learn the 5 essential financial fixes to make now, from getting serious about your pension to tackling lifestyle creep and saving for a home.
The Rule of 72: The Simple Mental Shortcut to Financial Freedom
Learn how to use the Rule of 72 to quickly estimate how long it will take for your UK investments to double. A simple financial planning trick explained.
In Your 40s? 5 Financial Fixes to Make Before It's Too Late
A guide to UK financial advisers. What they do, their fees, the pros and cons of advice vs. self-planning, and how they can help you build wealth.
Do I Need a Financial Adviser? A UK Guide to Building Wealth & Financial Freedom
A guide to UK financial advisers. What they do, their fees, the pros and cons of advice vs. self-planning, and how they can help you build wealth.
How Much Interest Can £1 Million Earn per Year in the UK?
A guide to how much interest and income £1 million can generate in the UK. We explore returns from savings accounts, ISAs, bonds, property, and dividends.
Do You Pay Tax on Lottery Winnings in the UK? The Complete Guide
Find out if you pay tax on lottery winnings in the UK. Our guide explains the rules for Income Tax, Inheritance Tax (IHT), and gifting your winnings.
Understanding Your UK Pension Options: A Complete Guide
Your guide to UK pension options. We explain and compare workplace pensions (auto-enrolment), personal pensions, SIPPs, and final salary schemes.
Your Free Money-Saving Habit Checklist
Want to save more money? Download our free Money-Saving Habit Checklist. A simple guide with practical steps to help you spend less and take control of your finances.
Your Money or Your Life: The 9 Steps to Financial Independence
A guide to the key lessons from "Your Money or Your Life." Learn how to transform your relationship with money and achieve financial independence sooner.
The Millionaire Next Door: 7 Surprising Lessons on Building Wealth
Key lessons from "The Millionaire Next Door." Learn the seven common traits of self-made millionaires and how to build wealth without a high income.
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Financial wellbeing means feeling confident and in control of your money now and in the future. It’s about reducing stress, making smart decisions, and being prepared for life’s surprises.