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Financial Planning

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Phasing into retirement: 5 essential financial considerations

Fiducia Wealth Management Posted in Financial Planning on 05.12.25 Read While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to find out...

How money causes anxiety and 3 tips to reduce it

Fiducia Wealth Management Posted in Financial Planning on 05.12.25 Read This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of...

7 unbelievable travel experiences Lonely Planet recommends in 2026

Fiducia Wealth Management Posted in Financial Planning on 05.12.25 Read With the year drawing to a close, you might be thinking about what you can look forward to in 2026. If you love to explore new...

Explained: The new Cash ISA rules and what they mean for your savings

Fiducia Wealth Management Posted in Financial Planning on 05.12.25 Read In the November 2025 Budget, the chancellor revealed new Cash ISA rules that will affect under-65s. The change could affect...

How cashflow planning turns numbers into possibilities

Fiducia Wealth Management Posted in Financial Planning on 05.12.25 Read When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much...

Why your most important goals could trigger financial bias

Fiducia Wealth Management Posted in Financial Planning on 05.12.25 Read Biases affect how you act, and the personal goals you’re working towards could distort how you perceive risk, rewards, and...

How financial planning could give you the confidence to spend more

Fiducia Wealth Management Posted in Financial Planning on 05.11.25 Read The importance of saving is drummed into us from a very early age. As a child, for example, you may have had a moneybox and...

Phasing into retirement: The emotional and financial benefits

Fiducia Wealth Management Posted in Financial Planning, Pensions & Retirement on 05.11.25 Read Last month, you read about how retirement is changing, with almost half of workers aged over 50 exploring phasing into...

5 challenges a financial midlife MOT could help you overcome

Fiducia Wealth Management Posted in Financial Planning on 25.09.25 Read Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what...

The 3 steps to achieving financial wellbeing

Fiducia Wealth Management Posted in Financial Planning on 25.09.25 Read This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of...

4 times you might want to review your financial plan

Fiducia Wealth Management Posted in Financial Planning on 20.08.25 Read When you create your financial plan, you might envision everything following the path you’ve set out. However, life is often...

How to remain calm amid Autumn Budget speculation

Fiducia Wealth Management Posted in Financial Planning on 20.08.25 Read The importance of remaining calm is often something that’s talked about when discussing investment market volatility. But...

Planning for care: The costs you might need to make part of your financial plan

Fiducia Wealth Management Posted in Financial Planning on 02.07.25 Read Facing challenges later in life that might mean you need to rely on care can be difficult to think about. Yet, planning for...

The secret to a happy life

Fiducia Wealth Management Posted in Financial Planning on 02.07.25 Read This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of...

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+1 more), on 16.06.25 Read According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance...

Should you choose a Cash or Stocks and Shares Junior ISA for your child?

Fiducia Wealth Management Posted in Financial Planning, Financial Advice (+1 more), on 16.06.25 Read A Junior ISA (JISA) is often an effective way for parents to start putting money aside for their children to help them reach...

Why defining “financial freedom” could help you achieve it

Fiducia Wealth Management Posted in Financial Planning, Financial Advice on 16.06.25 Read Achieving “financial freedom” is an aspiration many people have. Yet, it can mean different things to each person and is...

Financial protection: 3 useful questions to help you calculate appropriate cover

Fiducia Wealth Management Posted in Financial Planning, Financial Advice on 16.06.25 Read Financial protection may provide you or your loved ones with a financial injection when you need it most. Calculating what...

Are your money beliefs helping you make great financial decisions?

Fiducia Wealth Management Posted in Financial Planning on 16.06.25 Read This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of...

Why travelling the world is good for you

Fiducia Wealth Management Posted in Financial Planning on 12.05.25 Read Seeing the world and exploring new destinations is a goal many people share. Whether you dream about relaxing on a beach, or...

7 English vineyards and wineries to visit this summer

Fiducia Wealth Management Posted in Financial Planning on 12.05.25 Read When you think of famous wine regions, your mind might go to Bordeaux, Tuscany, or Napa Valley. However, some incredible...

4 useful insights from a decade of Pension Freedoms

Fiducia Wealth Management Posted in Financial Planning on 12.05.25 Read A decade ago, the introduction of Pension Freedoms shook up retirement planning and gave retirees more options than ever.

How to use an unexpected windfall to create long-term prosperity

Fiducia Wealth Management Posted in Financial Planning on 12.05.25 Read If an unexpected lump sum lands in your bank account, you might be tempted to splash out and treat yourself. However, using a...

Key financial planning challenges couples face and how we could solve them

Fiducia Wealth Management Posted in Financial Planning on 12.05.25 Read Creating a financial plan can seem complicated, especially if you need to take into account your partner’s views, assets,...

7 things you need to know before you use equity release

Fiducia Wealth Management Posted in Financial Planning on 08.04.25 Read Your home may be one of the largest assets you own, and unlocking property wealth using equity release could significantly...

Why investor fear and anxiety play a role in market volatility

Fiducia Wealth Management Posted in Financial Planning on 12.05.25 Read 2025 has already been eventful for investors. Many factors are influencing market volatility, and one cause you might have...

Why an effective financial plan might involve spending more

Fiducia Wealth Management Posted in Financial Planning on 08.04.25 Read When people think about financial wellbeing, they often link it to frugality or building wealth. Yet, an effective financial...

Financial protection: How it could help you bridge an income gap

Fiducia Wealth Management Posted in Financial Planning on 08.04.25 Read You don’t know what’s around the corner, but that doesn’t mean you can’t prepare for it. A financial shock could...
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