Handy Guides

 
Staying on track with The Money Plan

Getting your year on financial track

Around 10% of the year has already flown by – but that means there’s still 90% of it left to make your mark on 2019 and take control of your finances. If you resolved to do just that, but January wasn’t your month for whatever reason, then it’s time to be resilient, set a strategy, focus on your outcome and take consistent steps towards it.

February 8, 2019
 
 
 

Lifelong lessons from pocket money

We don’t receive financial education at school, so teaching children about money starts at home. That can seem scary if you’re not good with money yourself, but with a simple pocket money system you can easily show your children strategies which help them learn and grow their own money management skills.

February 1, 2019
 
 
 

Say goodbye to your credit card debt

It’s that time of year when credit card statements loom large – and for many, that means worries about their finances. Recent research showed that people take on average until May to pay off their Christmas. Follow my steps to say goodbye to your credit card debt.

January 17, 2019
 
 
 
 
 
 

Making a tax efficient difference with our gifts

Many of us will gift to charitable causes regularly throughout the year, using Gift Aid or Payroll Giving, but fewer of use appreciate how this works, we purely give from the goodness of our hearts to help others less fortunate. Find out how it works and how it can save you money on your tax.

December 7, 2018
 
 
 

Enjoy your Christmas – and the New Year too

Christmas is one of those times of year where sensible people do some silly things. We might have been good all year when it comes to our health, diet or money, but then the jingle bells come on the radio and the streets are decorated with magic, and we forget everything and overindulge!

November 30, 2018
 
 
 

The Path to Happiness

For many, we feel we need something to make us happy, a new job, a new relationship, more money.  The fact is, although we may like having these things, they won’t make us happy.  We can decide to be happy with them, or without them because our happiness will not come from the outside, our happiness will only come from within.

November 9, 2018
 
 
 
 

Recent Articles

 
 
 
 
 

Get Help With…

Your 5 Steps of achieving your financial freedom and living your dreams is a click away