Financial Planning Archives | Shorts Wealth Management

31st January 2023

Cash is making a comeback

Although some retailers are sticking with card payments only for now, increasing numbers of people are returning to cash.

11th January 2023

Double down with double digit inflation

The ‘triple lock’ increase to State pensions offers two important lessons.

31st October 2022

How much ready cash is enough?

As the economic strain ratchets up, what level of cash savings should you aim to keep to hand?

17th August 2022

Lessons from the other side of 50

Many younger people now rely on the bank of Mum and Dad to help get them on the housing ladder, but they may also have some important life lessons to impart when it comes to saving towards a more secure financial future.

businessman considering his tax position

5th August 2022

Could you join the one in five?

If you are not a higher rate taxpayer now, you may be soon

30th March 2022

Spring Reset: Personal Finance Myth-busters

Like many areas of life, personal finance has its own set of stubborn myths that keep cropping up. Since spring is traditionally a time for sweeping out the cobwebs, let’s clear up some persistent misunderstandings.

16th March 2021

Restricted vs Independent Financial Advice

When you are looking for a financial adviser, it can be difficult to tell the difference between independent and restricted firms. More importantly, it is not always clear which option best suits your circumstances.

8th March 2021

Should I Be Worried About Inflation?

In the wake of the Covid19 pandemic, inflation has been fairly flat over the last year. But economic activity is starting to pick up again, with strong rebounds predicted for the coming 12 months.

9th February 2021

6 Tips on Choosing the Right Financial Adviser

Choosing the right financial adviser can be tricky. Should you rely on adviser directories or stick with personal recommendations?
How can you tell if a firm is legitimate? What are the warning signs you should be looking for? And just as...

18th January 2021

What is the Value of Financial Planning?

A study undertaken by Vanguard suggests that using a financial adviser can add as much as 3% per annum to your investment returns. This concept is referred to as ‘Adviser Alpha,’ and breaks down some of the ways in which advice can offer real...

News

Cash is making a comeback

Double down with double digit inflation

How much ready cash is enough?

Lessons from the other side of 50

Could you join the one in five?

Spring Reset: Personal Finance Myth-busters

Restricted vs Independent Financial Advice

Should I Be Worried About Inflation?

6 Tips on Choosing the Right Financial Adviser

What is the Value of Financial Planning?