The advantages of ‘running through the numbers’

George Horace Lorimer once said: “It’s good to have money and the things that money can buy, but it’s good too, to make sure you haven’t lost the things that money can’t buy.” Establishing a balance in life is crucial and at the heart of this is knowing how to…

5 incredible safaris to add to your bucket list

At Charters Private Wealth, we love encouraging clients to draw up their own bucket list. But what exactly is a bucket list? Simply put, it’s a collection of dreams, goals and aspirations that you would like to accomplish within your lifetime. As you might expect, going on safari is a…

How can you make the most out of diversification?

Diversification is a word that tends to get mentioned a lot in conversations around savings and investment. We hear it often, but what does it mean? Put simply, diversification is a risk management strategy that blends a variety of investments within a portfolio. Through having different kinds of assets in…

How is your financial wellbeing?

Increasingly, people are talking about financial wellbeing. But what does it actually mean? Financial wellbeing is about having a sense of confidence and security around money. It’s about being in control of your finances and having enough money to meet everyday needs; having the financial freedom to make choices that…

What does it take to retire early?

The idea of retiring in your 50s or even your 40s sounds like a pipe-dream to most, what with increases in living costs and low or non-existent wage growth slowly eating away at your income. This hasn’t stopped the rise of the FIRE (Financial Independence Retire Early) movement, though, a…

UK households are struggling to save; what are the effects?

In 2018, a study found that one in four adults have no savings. Many people in the UK wish that they had money to save, but high monthly expenditure and repaying debt seem to take precedence. Saving for life’s unforeseen emergencies is a great way to maintain a sound mind,…

6 mistakes to avoid during retirement

Planning for retirement can be complex, as anyone nearing the end of their working life will tell you. Yet, navigating the myriad of choices, both socially and financially, doesn’t have to be such a mystery. Here are a few tips to help you avoid common mistakes that retirees often make:…
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