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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...

Taking out a new mortgage deal could represent a shift in your financial commitments. So, reviewing whether your financial protection is still appropriate could ensure you have a vital safety net should you face a shock. Read on to learn how financial protection can...

There are times when a gripping mystery that keeps you guessing is exactly what you need, but retirement planning isn’t one of them. Instead, channelling your inner detective to solve pension riddles could put you on the right path for a comfortable retirement without...

A June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will between 2020/21 and 2023/24. If writing your will is something you haven’t tackled yet, it could mean your assets are distributed in a way that doesn’t align...

Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what the future holds. Yet, it might also present some new challenges. Arranging a financial midlife MOT could help you overcome obstacles and feel...

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...

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...