
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.
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Workplace Benefits (Health Insurance)
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.
Workspace Benefits (Death in Service)
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.
Workplace Benefits: the Basics
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.
Car Insurance
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.
Home Contents Insurance
How do you know what home contents cover you need? And what should you do if you need to make a claim?
Travel Insurance
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?
New Year's Resolution 5) Mindful Spending
In a word where we're encouraged to spend, spend, spend, what steps can be take to be more mindful with our money?
New Year's Resolution 4) Budgeting
Many of us struggle to stick to a budget. Tracy and Connor outline some techniques which might help.
New Year's Resolution 3) Work and Student Benefits
From critical illness and cycle-to-work schemes, to student railcards and discounts - do you know what benefits you have access to?
New Year's Resolution 2) Insurance
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.
New Year's Resolution 1) Credit Cards
Tracy and Connor share some hints and tips to help you pay less when borrowing on credit.
Five New Year's resolutions
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.
Your Right to Redress
What are your rights when returning goods that aren't fit for purpose?
Spending money safely abroad
Cash, card or a combination of both? What are your options when spending on holidays?
Shrinkflation: Are you getting value for money?
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?
Introducing Money Wellbeing
Meet Tracy and Connor, as they introduce our new series of videos aimed at younger clients - Money Wellbeing.
Cryptocurrency: Making a fortune or losing the lot?
We've all heard stories in recent years of people making a fortune on bitcoin and other cryptocurrencies. But is it worth the risks? Or should you only invest what you can afford to lose?Interest rates - why should I care?
Our short intro to interest rates, and what you need to know if you are either a saver or have debts.
Compound Interest
Declared by Einstein to be “the most powerful force in the universe”, here’s our brief summary of what compound interest is.
The price of Freddos: Inflation and its impact
Notice you’re getting less for your money? We discuss why prices are increasing (inflation) and things are getting smaller (shrinkflation).
It's the end of the tax year: Time for a financial health check?
The start of the tax year’s a good time to get your finances in order with our useful checklist.
Switching your savings
When it comes to interest on savings, loyalty often doesn’t pay and its worth shopping around.