Money Management February 2017

Money Management February 2017 reports 
young adults are saving more money than other generations, according to Opinium.

Money Management February 2017Those aged 18 – 34 saved on average £3,701 in 2016, £450 higher than the baby boomer generation (£3,238) and generation X (£3,266).

78% of adults put money into their savings in 2016, while 20% made regular monthly saving deposits.

When asked for the main reasons they save, 14% said it was beneficial to their pension pot, while 18% want to purchase a home.

Managing your money Altrincham – April 2016

In this month’s managing your money Altrincham, we take a look at:

  • A new personal savings allowance will allow individuals to earn up to £1,000 a year in interest tax-free.
  • The 10% dividend tax credit has been replaced by a £5,000 annual allowance.

  • The eligibility criteria for the new state pension could mean that thousands of people are not eligible for the full amount.
  • A new lifetime ISA.

Managing your money December 2015

In this month’s managing your Money:

Help to Buy ISAs were launched on 1 December.

The Autumn Statement introduced some significant changes for individuals.

People have potentially unrealistic ideas about when they will retire and how much money they’ll have.

Coming into money

Coming into money (windfall) rarely happens, but you could in a number of different ways.  

How do you make the most of the unexpected?

Coming into money

Coming into money

When it comes to money and effectively utilising finances to achieve your goals, the starting point is always a solid and well thought out plan. A good plan can’t, however, guard a household or a business against every possible occurrence.

Why Choose us


Investment portfolio review


Cash flow modelling


Fully Independent


FCA regulated


Financial planning


Estate planning qualified


Pension transfer specialists


Occupational pension specialists


All types of mortgages


Care fee planning


Low cost fees


Corporate planning


Wealth management


Retirement planning


Inheritance tax mitigation