Financial Planning & Coaching – Helping you reach your financial goals
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Save thousands safely buying your next car privately
Buying a car privately can be hugely rewarding both financially and personally, but be careful, it’s so easy to get it wrong, and when you do it could cost you dearly. So if you want to make a success of it and save potentially thousands, it’s vital you do it the...
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Completing your “Financial Healthcheck” starts with this.
It’s easy to understand the importance of regular health checks, especially after reaching a certain age, but what about a regular “financial healthcheck”? Most people ignore it and don’t address it until much later than they should. There are two key issues,...
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20 Car Rental Tips to Save You Money and Anxiety
If you are venturing abroad, and planning to rent a car to explore and make the most of your holiday, it’s important to be aware of the many pitfalls of foreign car rental. As a seasoned car renter, over many years visiting my young son in Spain, I’ve experienced a...
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What Is This Journey Planner All About?
The Journey Planner is your roadmap to achieve personal finance success. It provides a structured pathway detailing where to begin and end when it comes to organising your money and finances. Ultimately it is a tool to motivate and assist you to achieve whatever...
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Where To Start With Your Personal Finances?
It can be difficult knowing exactly where to begin… pensions, savings accounts, protection planning, or maybe an ISA? And are you confused by all the financial jargon? If this is you, fear not, because I’ve designed a simple process that anyone can follow, no matter...
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5 Ways To Overcome April’s £1143 Potential Dividend Tax Charge
The new 2018/19 tax year starting this April 2018 saw changes made to something known as the Dividend Tax Allowance. This taxable benefit allows an investor who receives dividends from shares to have a certain level of dividend income every tax year before tax has to...
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