In this episode of My Money Matters, our host, Richard Allen, discusses our top takeaways from the March 2023 budget and what this means for the consumer.

Richard is joined on this episode by Sheetal Radia, Chartered Financial Planner, who talks through what stood out for him in the budget.

If you have any questions or want to find out more about how we can help you, please get in touch at [email protected].

Please note, the information we’ll be sharing on this podcast is for guidance only and should not be regarded as financial advice. And, the case studies used are for illustrative purposes only and are not real life examples.

In this episode of My Money Matters, we look at the importance of wealth and legal plans that people should have in place as a standard. We also look at other areas that can affect these plans such as the cost of living crisis, and gender savings gap.

Our host, Richard Allen, chatted to our Chartered Financial Planner, Jeff Simpson, and Hayley Robertson, Partner at Brodies LLP, to hear how experts in this space think, and what they feel is important for different sorts of people in different situations.

If you have any questions or want to find out more about how we can help you, please get in touch at [email protected].

Please note, the information we’ll be sharing on this podcast is for guidance only and should not be regarded as financial advice. And, the case studies used are for illustrative purposes only and are not real life examples.

In our first ever episode of My Money Matters, we aim to translate the recent Autumn Statement into what it means for people every day. We’re all affected by the cost of living increases and it’s good to get a better grip on finances at this time.

Our host, Richard Allen, chatted to our Chartered Financial Planners, Jeff Simpson and Sheetal Radia, to hear what stood out for them in the 2022 Budget, and what this means to people in various situations.

If you have any questions or want to find out more about how we can help you, please get in touch at [email protected].

Please note, the information we’ll be sharing on this podcast is for guidance only and should not be regarded as financial advice. The case studies used are for illustrative purposes only and are not real life examples. The income tax rates and thresholds discussed only apply to England and Wales and do not apply to Scotland. As of time of recording, the Scottish Budget Announcement is due on the 15th of December.