Category: Wealth

Wealth Management news articles from TFA Trusted Financial Advice

Top rated TFA advisers feature in VouchedFor guide

December 1, 2025 / Business, Equity Release, Family, Mortgage, News, Wealth

Celebrating Our Top-Rated Advisers in the VouchedFor 2025 GuideWe’re proud to announce that Trusted Financial Advice has three advisers featured in the prestigious VouchedFor ... Read More

12 Days of Christmas Financial Tips

December 1, 2025 / Business, Equity Release, Family, Mortgage, News, Protection, Sustainable, Wealth

On the 12 Days of Christmas my financial adviser said to me…. ... Read More

Tips for a healthy pension as you approach retirement

November 28, 2025 / News, Wealth

Approaching Retirement? Here’s What You Need to Know Retirement is an exciting milestone—but it can also feel overwhelming. Whether you’re two years away or five, planning ahead ... Read More

Navigating the Autumn Budget Statement: Key Insights and Implications

November 26, 2025 / Business, Mortgage, News, Wealth

Your Autumn Budget update, and what it means for you After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’ll explain ... Read More

Early Retirement

November 21, 2025 / News, Wealth

Early Retirement Planning: How to Retire at 55 and Live the Life You Want Early retirement is a dream for many—a chance to enjoy freedom, reduce stress, and make the most ... Read More

When is the right time to invest?

November 17, 2025 / News, Wealth

Why market timing rarely works – and why long‑term consistency matters Some people delay investing because they’re waiting for “the right moment.” The idea of buying when prices are low and ... Read More

Five ways to maximise tax year-end planning opportunities 2025:26

Year End Tax Saving Checklist

November 10, 2025 / Business, News, Wealth

Five ways to maximise tax year-end planning opportunities 2025/26 Smart financial moves to consider before the tax year ends on 5 April 2026 As the 2025/26 tax year-end approaches on 5 April ... Read More

Planning for Private School Fees

November 7, 2025 / Family, News, Wealth

VAT on private school fees: the increasing cost of education How new tax rules are reshaping family finances and long-term planning From 1 January 2025, private schools across ... Read More

Latest TFA Smart Money Magazine & Guide’s

Latest TFA Smart Money Magazine’s

November 1, 2025 / Equity Release, News, Protection, Sustainable, Wealth

Latest TFA Smart Money Magazine ... Read More

Wealth vs health

July 14, 2025 / 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

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