Money Matters
INVESTING IN PEACE OF MIND: using a financial advisor can help more than just your finances
INVESTING IN PEACE OF MIND The IFA Company’s Lucy McKinley talks about how using a financial advisor can help more than just your finances. by Lucy McKinley: MA CertCII DipPFS The financial benefits of using a financial advisor are widely known, but what about the benefits to your mental wellbeing? We often talk about financial […]
Tags: advicefinancial advicefinancial decisionsIFA Companyifacoindependent financial adviceLucy McKinleyMoney MattersPeace of MindPensions
NEW YEAR, NEW CASH: Turn your clutter into extra pennies
NEW YEAR, NEW CASH Turn your clutter into extra pennies. by Danni Murphy January is always tough on the wallet. After the festive splurges, many of us are feeling skint, and the credit card bills are coming in. But did you know that the odds and sods tucked away around your home could actually put […]
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Copeland Age & Advice Service: Supporting Independent Living Across Copeland
COPELAND AGE AND ADVICE SERVICE Supporting Independent Living Across Copeland. by Danni Murphy Since its launch, Copeland Age and Advice Service (CAAS) has made a remarkable impact across West Cumbria, helping over 6500 older residents live safely, confidently, and independently in their own homes. Based at their new premises at A20 Haig Enterprise Park in […]
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Financial Advice with Lucy McKinley: Investing a Cash lump sum
The thought of investing money can be daunting, especially if you’ve never had any experience of investing. Lucy McKinley explains how The IFA Company recently helped a couple with advice on investing a cash lump sum. Chris and Mary came to The IFA Company for advice on what to do with a large cash lump […]
Tags: advicecash savingsfinacial adviceLucy McKinleyMoneyMoney Mattersretiredretirementwealth
Spotlight on Sellafield Pensions: Financial advice that’s clear, fair and independent
FINANCIAL ADVICE That’s clear, fair and independent by Lucy McKinley: MA CertCII DipPFS Pensions can be confusing, especially when you’re nearing retirement and you have important decisions to make. The IFA Company’s Lucy McKinley looks at the case of a recent client who needed advice on taking benefits from his Sellafield pensions. Joe arranged an […]
Tags: financial adviceIFA CompanyifacoLucy McKinleyMoney MattersPensionsSellafield
Why making savings should be on everyone’s list of resolutions this new year!
NEW YEAR, NEW YOU? The IFA Company’s Lucy McKinley explains why making savings should be on everyone’s list of resolutions this new year. There are lots of reasons why we encourage people to save money, but the most obvious is financial security. By setting aside money regularly, we can build an emergency fund to cover […]
Tags: financial adviceIFA CompanyMoney Matterssave moneytop tips
Give yourself the gift of financial security this Christmas!
THE GIFT OF FINANCIAL SECURITY With Christmas fast approaching, it’s only natural we start thinking about gifts. But, have you thought about giving a gift to your future self? The IFA Company’s Lucy McKinley explains how a proper financial plan might be the best present you’ll ever receive. Financial advice can be a game changer […]
Tags: Christmasfinancial adviceFinancial PlanfutureLucy McKinleyMoney MattersSpendingThe IFA Company
The IFA Company’s Lucy McKinley on when and why people need financial advice…
WHEN & WHY In this edition, The IFA Company’s Lucy McKinley talks about when and why people need financial advice… People often tell me that they don’t need financial advice because they have no money. I say that there’s a lot more to my job than just telling people what to do with their money […]
Tags: cost of livingfinancesfinancial adviceIFA CompanyifacoLucy McKinleyMoney Mattersoverwhelmingplanretirement
Top tips: making sure saving becomes a habit, not just a new year’s dream
Top tips for making sure saving becomes a habit, not just a new year’s dream The IFA Company’s Lucy McKinley thinks that the New Year is the perfect time for making good decisions about money. Here are her top tips for making sure saving becomes a habit, not just a new year’s dream. It’s a […]
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Money Matters with the IFA Company
Money Matters with the IFA Company Financial scams are becoming increasingly common and sophisticated. Sadly, many criminals will use the current tough economic situation to their advantage. The IFA Company’s Lucy McKinley gives her top tips on keeping your money safe from scammers. Be aware of unsolicited contact from companies that seem genuine: If you […]
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