Skip to content 01733 355120

New year, new you! Make sure you prioritise your financial wellbeing in 2024.

New year, new you!
Make sure you prioritise your financial wellbeing in 2024.

We often hear the phrase “New Year, new me”, but rarely do we hear about people making financial resolutions that are well planned out and executed.

It’s understandable to feel down on the third Monday in January, also known as Blue Monday. The combination of bad weather, the average time for New Year’s resolutions to fail, and financial worries can make it feel like the weight of the world is on your shoulders.

Ready to take control of your finances and make 2024 your year of financial success? We’ve got some great tips to get you started on planning a better financial future.

Your 2024 Financial Checklist

First, check your tax codes.

In the Autumn Statement of 2023, the government announced tax cuts, including a decrease in National Insurance Contributions (NICs) and tax adjustments for self-employed individuals. Make sure you’re paying the right amount of tax and NICs by referring to our tax table.

Next, have you checked the interest rate on your cash deposits lately? 

It’s always a good idea to shop around and compare the interest rates offered by different banks. You might be surprised to find that some banks offer incentives for switching or have higher interest rates for their existing customers, which can mean more money in your account.

Then, do you have enough life insurance coverage?

Even though inflation rates have decreased recently, it’s still important to review your current protection policies to ensure that they cover all your debts and meet your requirements. Look at our Protection Planning pages for more information on the range of cover available.

Last but not least, have you starting planning for retirement

It may not be a top priority now, but you’ll thank yourself later for making minor adjustments that will improve your quality of life in the future. Check out our retirement planning resources for more information.

Personalised professional financial advice

If you’re feeling overwhelmed or need some professional financial advice, don’t hesitate to give us a call at 01733 355 120 or fill out our contact form.

The initial no-obligation meeting is at our expense, if you decide that you could benefit from our services and advice, an adviser will work with you to further understand your objectives. So what are you waiting for? Let’s make 2024 your best year yet!

Get in touch

Young couple receiving financial advice from independent financial adviser

Fill in the form below and a member of the team will be in touch


Other News

Back To Top