Wealth Succession for Future Generations Welcome to the March/April 2023 edition of Smart Money. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth [...]
There are a number of reasons why you might need life cover and critical illness cover. If you have dependents, then it is important to make sure that they will be financially secure if something happens to you. [...]
At GWM, we advise that your personal protection should cover all liabilities plus three years expenditure. As experienced financial advisers, we wholeheartedly believe that you should practice what you preach. One year ago, I returned to work after [...]
Putting life on hold Rising living costs and its affect on life choices and milestones Welcome to the September/October 2022 edition of Smart Money. In this edition, we will be focusing on saving and investing in the current [...]
It’s only a couple of weeks until the start of a new university year. For those students who have recently received their results and are planning their first term, congratulations! University is a time to enjoy your new [...]
Congratulations! The time and effort you have put into building your career with your employer has paid off and you have received a promotion and a pay rise. But what should you do now? Perhaps book a holiday [...]
20 – 30 year olds may not have the disposable income of other age groups. However, it isn’t cost that prevents younger or single people from taking out protection policies – many fail to see the need as [...]
Fed up with your nine-to-five? Sixty the most popular age to retire early Welcome to the May/June 2022 edition of Smart Money. In this edition, we look at what age many people are entering early retirement and the [...]
Personal protection can be an overlooked area when it comes to your financial planning. Planning for the future you want, through your savings and investments, often takes precedent over planning for potentially challenging and uncertain times. Yet, what [...]
