Financial planning

Doctor and piggy bank
This article was written in response to a reader’s financial situation. If you find yourself out of your depth and in need of a financial makeover get in touch and we will see what we can do to help.
Interactive Investor - the simple and smart way to invest
Interactive Investor
  • Pay just £20 a quarter and get £20 worth of trades for free
  • Easy to buy model portfolios and ready-made investment selections 
  • Invest tax-efficiently and add an ISA account for free


Capital at risk.

Compare Funds and Investment Trusts in a single search
  • Compare Funds and Investment Trusts in a single search
  • Filter by performance, holdings and sectors to narrow down your selection
  • View up to four fund information pages side by side


Our powerful search engine helps you to find the top performing funds and investment trusts within seconds

  • Pay & Display sign

    Sarah Coles investigates how local councils are using a raft of new rules and penalties to top up their flagging funds.

  • Couple arguing

    Do you want to grow closer to your partner? Follow Nathalie Bonney's top tips on how to handle your money without ruining your relationship.

  • Could with pot of money

    In the final part of our Financial Feelgood plan, Nathalie Bonney explains how taking the plunge and investing, and planning ahead for retirement, don't have to be scary prospects.

  • Binoculars

    Recent events have made the search for income a difficult one. Two investment experts answer your questions on how income seekers can prosper during the recession.

  • Retirement fund

    Ian Naismith, head of pension market development at Scottish Widows, answers your pressing questions on saving for retirement.

  • Broken photo frame

    A Moneywise reader is concerned his father-in-law has been pressurised into changing his will. Solicitor Charles Hutton offers his advice.

  • Pound coins

    Whether you are a holidaymaker, an investor or an expat, a weak pound will have an impact on your finances. Rob Griffin looks at what the future holds.

  • Older couple by the sea

    Paying for care in your old age doesn’t have to mean that your assets and savings are gobbled up by fees. Sarah Coles explains how you can take early action for yourself or your older relatives....

  • Winner's cups

    The value of commercial property has plummeted, but is the time approaching to stake out the ground ready for when 
demand and prices begin to recover? Rob Griffin investigates whether commercial...

  • Oracle

    Does the recent stockmarket rally spell a recovery? 
Sarah Coles gives us a 
snapshot of what 10 of the most influential fund 
managers are thinking.