Money Wellbeing
Delivering lessons in financial good health.
This series of videos is designed for our younger clients, to help them make positive financial decisions and prepare for the financial challenges ahead.
This series of videos is designed for our younger clients, to help them make positive financial decisions and prepare for the financial challenges ahead.
What do you need to consider if you’re renting for the first time? Here are some crucial questions you need to ask before signing that rental contract.
No matter how big or small your pension is, or how young you are, these are useful steps for anyone to help secure their pension for the future.
With pensions, the earlier you start, the better position you’ll put yourself in. But what happens if you’re out of work or stop contributing to your state pension?
Season travel tickets fell out of favour while we worked from home during and after covid. But they’re becoming more common again - should you consider getting one?
Getting married is a time for celebration, and plenty of planning. But remember you're planning for the rest of your lives, not just the big day. We suggest some important money discussions to have with your partner before saying 'I do'.
Politics aside, we look at what the Spring Statement means for you. In short, with most changes focused on government expenditure and no changes to personal taxation, there's not too much to be concerned about.
Lots of us have this benefit, but what does it mean? Given we don't know what life will throw at us, Tracy and Connor discuss why this is such a valuable benefit regardless of our age or any health conditions.
This is one of the most common workplace benefits, but probably not something you've spent too long thinking about. Tracy and Connor talk about when Death in Service applies and how it works.
While your salary is probably your biggest benefit from working, it's also worth considering any other workplace benefits you are entitled to. These are so valuable, yet so often misunderstood.
Connor and Tracy discuss the wide variety of options available in the car insurance market. They consider the level of cover that’s appropriate for you and highlight some common pitfalls.
How do you know what home contents cover you need? And what should you do if you need to make a claim?
Tracy and Connor discuss if you really need travel insurance (spoiler alert: yes!). So what type of travel insurance do you need? And what exactly does it cover?
In a word where we're encouraged to spend, spend, spend, what steps can be take to be more mindful with our money?
Many of us struggle to stick to a budget. Tracy and Connor outline some techniques which might help.
From critical illness and cycle-to-work schemes, to student railcards and discounts - do you know what benefits you have access to?
Do you know if your belongings would be covered if they were lost or stolen? Tracy and Connor discuss the importance of understanding what type of insurance you have, and what it covers.
Tracy and Connor share some hints and tips to help you pay less when borrowing on credit.
As you set resolutions for a new year, are you thinking about what you can do for better financial health? Tracy and Connor introduce five things to consider as we start 2025.
We know moving is expensive, but are you aware of the true cost of moving out the family home?
Cash, card or a combination of both? What are your options when spending on holidays?
We touched on this topic when discussing inflation (particularly the size of Freddos). Now we explore how shrinkflation is impacting services such as streaming. Are you still getting value for money?
With email hacking on the rise, what can you do if you become a victim?
Retirement might seem a long way off, but it’s never too early to start preparing with a pension.
The start of the tax year’s a good time to get your finances in order with our useful checklist.
Notice you’re getting less for your money? We discuss why prices are increasing (inflation) and things are getting smaller (shrinkflation).
Declared by Einstein to be “the most powerful force in the universe”, here’s our brief summary of what compound interest is.
Our short intro to interest rates, and what you need to know if you are either a saver or have debts.
When it comes to interest on savings, loyalty often doesn’t pay and its worth shopping around.
Meet Tracy and Connor, as they introduce our new series of videos aimed at younger clients - Money Wellbeing.