Author: Rebecca Aldridge

Lockdown lessons Lockdown lessons

Reading Time: 4 minutes As we near the year anniversary since the UK entered the first national lockdown, and we edge closer to the current lockdown restrictions lifting, it’s got us thinking about experiences…

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Budget 2021: What does it mean for you? Budget 2021: What does it mean for you?

Reading Time: 3 minutes On Wednesday 3rd March, Chancellor Rishi Sunak delivered the Budget in Parliament, following a year of extraordinary economic challenge because of the ongoing COVID-19 pandemic. We’ve heard a lot from…

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Financial planning for life's unexpected events Financial planning for life’s unexpected events

Reading Time: 3 minutes If the last year is anything to go by, ‘expect the unexpected’ has never been more appropriate. It’s virtually impossible to anticipate life’s unexpected events, but factoring these concerns into…

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The benefits of cashflow modelling The benefits of cashflow modelling

Reading Time: 4 minutes Cashflow modelling is one of the main components of a robust financial plan. But what is it and what are the benefits? It’s not very often that people walk into…

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What to do with a lottery win What to do with a lottery win

Reading Time: 4 minutes Here’s a hypothetical for you; if you won the lottery tomorrow, what would you do with your lottery win? Winning the lottery is a life event that very few are…

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Investing time in you Investing time in you

Reading Time: 3 minutes Ever feel like life is moving too fast? Despite the world slowing down over the past year, it’s probably fair to say we’ve all been caught up in world events…

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Once upon a plan: Marie and David Once upon a plan: Marie and David

Reading Time: 4 minutes Life is a journey. We may not always know the destination or take the same route. We start at different points and navigate a unique path. However, without a map,…

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Six top tips for achieving wellness Six top tips for achieving wellness

Reading Time: 4 minutes Let’s talk about wellness. We hear the term bandied about a lot, but how do we go about achieving it? It’s often the small changes which make a big difference,…

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New year, new goals New year, new goals

Reading Time: 3 minutes Following the year that disrupted and derailed most resolutions and plans, it’s probably best we don’t dwell on 2020. However, now a new year is here, let’s focus on some…

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2020: A year in focus 2020: A year in focus

Reading Time: 7 minutes What a year it has been, with many lows, but also highs. Yet, against all odds, somehow so much has been achieved. Whilst this doesn’t take away the pain and…

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Financial planning fees: Fixed is fair Financial planning fees: Fixed is fair

Reading Time: 4 minutes It’s time to talk about financial planning fees. There’s percentage-based fees, hourly fees and fixed fees, but which way is right for you? At Balance: Wealth Planning, we charge fixed…

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DIY Christmas gifts for all the family DIY Christmas gifts for all the family

Reading Time: 4 minutes For this one, we’re about to get crafty with some DIY Christmas gifts for all the family. This year has been a year for creativity in abundance and Christmas is…

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Brexit: What it means for your finances Brexit: What it means for your finances

Reading Time: 4 minutes For such a long time Brexit filled the news, but this now seems like such a distant memory. At the time, we were all pretty tired of hearing about it,…

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How to stay connected this Christmas How to stay connected this Christmas

Reading Time: 4 minutes It’s safe to say we could all do with a little extra love and kindness this Christmas. This year has been a challenge, and with the prospect of a quieter…

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5 apps you should know about 5 apps you should know about

Reading Time: 4 minutes Advances in technology have changed the way many of us live our lives. For better or for worse, there are pros and cons to these technological advancements. However, one thing…

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How to start talking about money How to start talking about money

Reading Time: 3 minutes Talking about money comes naturally to us as Financial Planners, but for many, it can be difficult; in the UK it’s often seen as a taboo, with 43% of people…

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A complete financial planning checklist A complete financial planning checklist

Reading Time: 4 minutes We’ve all heard of a spring clean, but what about an autumn audit? Your finances can often end up being an endless stream of paperwork and email communications. That added…

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