
Don’t just plan – protect your money
Are you confident you have all the relevant cover in place to protect your finances? Having a financial plan should go hand-in-hand with a conversation
Are you confident you have all the relevant cover in place to protect your finances? Having a financial plan should go hand-in-hand with a conversation
Over one million individuals have entered self-employment since 20201, so it is important to ensure you are still planning for retirement by making regular pension
Research1 suggests a significant minority of over-55s either have or are planning to unretire. Worryingly, though, a majority in this group have not checked the
Equity fund inflows on the up Statistics1 show that, during the first half of 2024, net inflows to equity funds were over £11.3bn, the best
A recent study1 has identified several distinct pension personality types, each with its own strengths and challenges. Which one resonates with you? Procrastination Pete and
A new report1 suggests the wealth of ‘high-net-worth-individuals’ (HNWIs) – grew by 4.7% in 2023, with the HNWI population increasing by 5.1% to 22.8 million
Midlife can be demanding. Having moved onto – and, perhaps, up – the housing ladder, started a family and settled down, you would think you
Data1 has shown that Inheritance Tax (IHT) receipts have continued their ascent, with £2.8bn received in the April to July period this year. This figure
Money worries outweigh study concerns for almost half of students Have you got a child at university? If so, it’s likely, according to a new
Over the years, a number of notable trends, such as increased longevity and individuals taking on greater responsibility for their pension provision, have clearly altered
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© Copyright 2024 Home & Finance. All rights reserved.
Website by TOMD.
Home & Finance is registered in England and Wales.Registered office, 14 New Market St, Ulverston, Cumbria, LA12 7LN.
Authorised and regulated by the Financial Conduct Authority. Home & Finance General Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 300760 for General Insurance Products.
Authorised and regulated by the Financial Conduct Authority. Home & Finance IFA Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 135250 for Investment & Mortgage business.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2024 Home & Finance. All rights reserved. Website by TOMD.
© Copyright 2024 Home & Finance. All rights reserved.
Website by TOMD.
Home & Finance is registered in England and Wales.Registered office, 14 New Market St, Ulverston, Cumbria, LA12 7LN.
Authorised and regulated by the Financial Conduct Authority. Home & Finance General Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 300760 for General Insurance Products.
Authorised and regulated by the Financial Conduct Authority. Home & Finance IFA Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 135250 for Investment & Mortgage business.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2024 Home & Finance. All rights reserved. Website by TOMD.