• 21 Jul, 2021

    Inter-generational Wealth | Investing as a Family

    Every family dreams of living a good life in relative financial comfort and passing on a healthy estate to future generations. Most of us will have felt what it's like...

    By Jo
  • 26 Apr, 2021

    Intergenerational Wealth | Parents Perspective

    There is arguably no sweeter time in life than when you’ve just got married, welcome your first child into the world, and begin to plan and build for the future...

    By Admin
  • 19 Mar, 2021

    Generational Wealth | Grandparents Perspective

    When we reach a certain age, it’s common to feel we have less control over what we can do to positively impact our family's financial security. With “working for longer"...

    By Jo
  • 09 Mar, 2021

    Pensions Debunked

    In its most basic form, a pension is a savings pot into which you save money during your employment years, to draw upon in your retirement. There are several different...

    By Jo
  • 19 Feb, 2021

    Generational Wealth in the Modern Age

    Generational wealth or inter-generational wealth is a concept that you've possibly heard before. Typically, it refers to wealth passed down through generations. Since humans began claiming land, then money, then...

    By Jo
  • 19 Feb, 2021

    Saving for future generations with a ‘Junior Individual Savings Account’ (JISA)

    Thinking of saving for your children or grandchildren? You may be thinking about university costs, driving lessons or a deposit on their first home. A ‘Junior Individual Savings Account’ (JISA)...

    By Jo
  • 17 Mar, 2016

    Fund Raising Fancy Dress Day

    By Jo