Category: Business

Business Articles from TFA Trusted Financial Advice

Wealth vs Health

Wealth vs health

/ Business, Family, News, Protection, Wealth
Presenteeism: The Impact of Financial Concerns on Health Decisions Financial worries continue to force many people into difficult decisions about their health and wellbeing. Recent surveys highlight that a significant number ... Read More
July 14, 2025Charlotte Malcolm
Identity Theft

Identity Theft – Protecting yourself

/ Business, Family, Mortgage, News, Sustainable, Wealth
Common ways fraudsters can steal your personal information Identity Theft and how to protect ourselves. As individuals, throughout our lifetime we exchange personal information with a vast number of institutions ... Read More
March 30, 2025Charlotte Malcolm
End of Year Tax Planning

Year End Tax Saving Checklist

/ Business, News, Wealth
Tax Saving Checklist for 2024/25 year-end? Our money is hard-earned and precious, so it is understandable that parting with it in the form of taxes isn’t something anyone looks forward to. ... Read More
February 10, 2025Charlotte Malcolm
12 Days of Christmas

12 Days of Christmas Financial Tips

/ Business, Equity Release, Family, Mortgage, News, Protection, Sustainable, Wealth
On the 12 Days of Christmas my financial adviser said to me…. ... Read More
December 10, 2024Charlotte Malcolm
Autumn Budget 2024

Navigating the Autumn Budget Statement: Key Insights and Implications

/ Business, Mortgage, News, Wealth
On October 30, 2024, Chancellor of the Exchequer, Rachel Reeves, presented her inaugural Autumn Budget Statement, accompanied by a revised economic outlook from the Office for Budget Responsibility. This moment ... Read More
October 31, 2024Charlotte Malcolm
Financial Goals are not one-size fits all

Financial goals are not one-size fits all

/ Business, News, Protection, Wealth
Shaping your future financial security and independence We make countless choices on our unique journeys through life that shape our future financial security and independence. Some of our most significant decisions ... Read More
March 6, 2024Charlotte Malcolm
Rising cost of living tips

Rise in cost of living forcing many to dip into their financial reserves

/ Business, News, Sustainable, Wealth
£32 billion hole in UK savings pots The average cost of housing, food, and energy bills have increased by nearly £500 per month as of September last year compared to August ... Read More
February 21, 2024Charlotte Malcolm
Top 10 Investment Principles

10 fundamental principles every investor should adhere to

/ Business, News, Protection, Wealth
Financial aspirations - 10 fundamental investment principles Investing in today's global geopolitical economic climate can appear daunting due to the constant flood of market news, many investment options, and continuously fluctuating ... Read More
February 15, 2024Charlotte Malcolm
National Insurance Contributions

National Insurance Contributions (NIC’s) – latest changes

/ Business, News, Wealth
Significant reforms and rates cut for millions of workers National Insurance is a cornerstone of the welfare and benefits system. As a citizen, your contributions will likely play a significant role ... Read More
February 7, 2024Charlotte Malcolm
ESG Opportunties & Risks

Balancing profit and planet – ESG opportunities and risks

/ Business, News, Sustainable, Wealth
Striving to use impact to boost investment returns - ESG opportunities & risks ESG (Environmental, Social, and Governance) investing, a socially responsible investing approach, seeks to harmonise financial returns with ... Read More
January 24, 2024Charlotte Malcolm