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If you’ve found your next home, one important area to consider is what you’ll do with your mortgage. Usually, you have two main options – taking out a new mortgage deal or porting the existing one. Read on to find out what you need to know before you decide which is...

Older workers could find they’re more exposed to financial shocks because financial protection doesn’t meet their needs. Read on to find out if a protection gap might affect you and how you could close it. There are several different types of financial protection,...

When you create your financial plan, you might envision everything following the path you’ve set out. However, life is often unexpected, and your plan should be updated to reflect changes to your circumstances. So, as well as your regular meetings, you might want to...

When you’re moving home, you can search the mortgage market and complete the application yourself. However, working with a professional mortgage adviser could reduce stress and potentially save you money. Here are seven ways your mortgage adviser could offer essential...

The importance of remaining calm is often something that’s talked about when discussing investment market volatility. But there are other factors outside of your control that might lead to emotional decision-making, including uncertainty about the upcoming Autumn...

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing...

When you’re buying a property, Stamp Duty can be a significant expense that you need to consider. So, read on to find out when the tax is paid and how to calculate a potential bill. According to data published in IFA Magazine in June 2025, the government collected...

One of the key factors that affects your finances when taking out a mortgage is the term you choose. Read on to find out the benefits and drawbacks of choosing a shorter mortgage term. “Mortgage term” simply refers to the length of time that you’ll repay the debt...

Writing your will should give you confidence that your assets will be distributed in line with your wishes when you pass away. Yet, for an increasing number of people, this might not be the case as they overlook the value of working with a professional. You don’t need...

Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get the most out of the “great wealth transfer”, younger generations need to be prepared to manage their inheritance. According to...

Opting for a “boring” investment strategy could be the route to returns that allow you to make exciting lifestyle decisions in the future. If you’re looking for excitement in your investments, read on to find out why that approach could lead to disappointments. The...

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing...