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The advice journey – why we seek financial advice & why we stay with it
Almost one in two of us (48%) seek out financial advice due to a major life event such as getting married or buying a property, or to cope with an unexpected challenge such as job loss or divorce. Financial advice can be invaluable in helping us achieve our goals and...
What’s the real-life value of financial advice?
Mental wellbeing, better financial resilience and improved quality of life are the three key benefits of taking professional financial advice or broader financial guidance, a new study by St. James’s Place (SJP) reveals. Released today, the Real Life Advice...
How to stay on top of your financial planning with a demanding career
As professionals in accountancy or law, you might already be confident in your understanding of financial affairs and feel that spending time and money working with an adviser isn’t necessary. However, there are still great benefits to this, particularly for a...
The rise of the multi-retiree family and what it means for your finances
By 2034, more than one million families will include at least two retired generations – an increase of nearly one third (32%) on today.1 Multi-retiree families will need their collective finances to stretch further than ever before, and for longer, impacting both...