Welcome to our latest edition of Invested Interests providing timely financial planning tips and insights to help you navigate your budget and wealth with confidence. Below, we offer our latest articles addressing six key questions from clients in 2023.
Our first piece explains the importance of a holistic financial plan as opposed to a “piecemeal” one. Article two provides a short guide to mitigate the 40% Higher Rate in 2023-24, and article three discusses what the latest Bank of England interest rate rise means for you.
Our fourth article discusses how to prepare yourself, in your own mind, for retirement – together with 7 top tips to assist your decisions. Article five explains the notion of “diversification” and why it is so
important to investing. Finally, our sixth piece offers 4 financial planning tips to new parents – helping them to strengthen their household during a time of (typical) added financial pressure.