Financial Reset for 2026: Focus on your values and goals 29th January 2026Reading Time: 3 minutesA new year is often a natural ‘pause’ point for many of us, especially when it comes to our finances and life goals. At Balance: Wealth Planning, we believe that…
Active vs passive investing: Evidence-based approach for investors 22nd January 2026Reading Time: 3 minutesDoes your investment approach still reflect your goals, time horizon, attitude to risk, and wider financial plans? Do you prefer active or passive investing? Long-term investing shouldn’t rely on labels,…
ISA Rule Changes: Is it time to rethink your cash strategy? 15th January 2026Reading Time: 3 minutesThe rate of inflation has fallen to 3.2%, leading to speculation that the Bank of England will cut the base interest rate. In 2025, interest rates have fallen several times,…
The Cost of Waiting: Why delaying your financial plans could be the most expensive decision you ever make 8th January 2026Reading Time: 3 minutesAs the new year begins, now’s a good time to focus on your financial planning. Many people put off their financial plans, saying, “I’ll deal with it later” but then…
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