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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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Ikigai: Finding your reason for being Ikigai: Finding your reason for being

Reading Time: 4 minutes For most people, it takes a lifetime of self-discovery to ‘find yourself’, but have you ever thought about your reason for being – your ikigai? This is often overlooked; we…

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