Serenity

The Only 3 Questions You Need to Make a Life Plan for Your Money

September 05, 2014 by TIna

YOLO is more than texting shorthand for you only live once. It can also explain the movement toward making life planning the first and most important step in financial planning.

Traditionally, financial planning has essentially been a math exercise involving a series of educated guesses about future spending habits. It’s an exercise that starts with a fiscal exam that can be about as pleasant as a physical exam and even easier to postpone.

September Market Commentary

September 05, 2014 by TIna

Category: Market commentary & Uncategorized

The phrase ‘the world looked a dangerous place’ has been used many times to describe the status of the markets. Never has that seemed more true than in August.

In Northern Iran/Iraq the Islamic State continues to gather momentum and the world expressed outrage at the murder of US journalist, James Foley.

The changing mortgage interest rate future

August 30, 2014 by TIna

Category: Economy & Uncategorized

Legal & General’s latest quarterly Mortgage Mood survey has revealed that 68% of homeowners surveyed fear a mortgage rate rise in the next 12 months, but the majority of that group (45%) believe that rates won’t increase by more than 1%. Looking forward two years, over half of the homeowners (52%) feel that rates still won’t increase by more than 2%, with only 12% predicting an increase of 3% over the next 24 months.

Saving a little bit more will go a long way

August 30, 2014 by TIna

Category: savings & Uncategorized

Many working age people in the UK could secure a financially comfortable retirement by making some small changes to their saving habits, according to new research published by the Department for Work and Pensions (DWP).

August Market Commentary

August 06, 2014 by TIna

Category: Market commentary & Uncategorized

Where to start this month? Until July 16th it was an easy decision: the happy, smiling face of German Chancellor Angela Merkel as her boys lifted the World Cup with a 1-0 win over Argentina. A booming stock market, huge trade surplus – and a trophy from Sepp Blatter. What more could a country want?

Can we talk about our money, please?

August 04, 2014 by TIna

Category: Uncategorized

It’s good to talk. But talking about money can be difficult, particularly as doing so has traditionally been taboo in this country. Despite many of us getting better at talking about other personal issues like relationships or our health, we still find money a tricky topic. In fact, research shows that only one in five UK adults has someone they feel they can confide in about money.

Our insights

The Only 3 Questions You Need to Make a Life Plan for Your Money

September Market Commentary

The changing mortgage interest rate future

Saving a little bit more will go a long way

August Market Commentary

Can we talk about our money, please?

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