Coldrey Wealth Management

03/06/2024

The ISA surge almost single handedly meant that overall household deposits in interest-bearing accounts rose by about 250% to its highest since September 2022.

24/01/2024

Many families don't talk about money. They argue about money. It is one of the top causes of conflict and disagreement in families.

19/01/2024

If you’re hoping this year will be more financially rewarding than the last, here are just a few deadlines and dates to pop into your diary for the first 6 months of 2024.

13/10/2023

In a world where opulence and extravagance often steal the spotlight, the stories of individuals choosing simplicity over extravagance are a breath of fresh air. Meet the remarkable Mitzi Perdue, Elena Nuñez Cooper, and Brenda Christensen—three individuals with fortunes that run into the multi-millions, yet they've opted for a more low-key way of life.

Their approach bears a striking resemblance to legendary investor Warren Buffett's philosophy. Living within or even below their means, these individuals have discovered that beyond a certain point, a standard of living does not equate to the cost of living.

Meet the uber-rich living a ‘frugal life’ like Warren Buffett: They cut their own hair, mend their clothes and ‘avoid Starbucks like the plague’

12/10/2023

Surprisingly, the vast majority of ISA accounts aren't "flexible" ISA's that enable you to replenish withdrawals as long as you do so within the same tax year.

It has been a well used feature for many of our clients who are invested on the Transact platform for things like completing property purchases before they've sold their existing property.

By having a flexible ISA they've then been able to top their ISA back up to its previous level when they've eventually sold.

Flexible friend: An ISA feature that has flown under the radar since launch can make your tax-free pot much more useful.

08/09/2023

Consumer Price Index fell 1.1 per cent between June and July, but core inflation remains stubbornly high, meaning further interest rate raises are likely.

17/07/2023

Good morning!

If you're stuck in the doldrums, you can get yourself out of it. Try these six strategies to get your wheels turning again.

12/07/2023

You might know the numbers on your balance sheet but you're missing something critical if you can't identify your core values and how they relate to your money.

11/07/2023

Once written off as poor value, sales are on the up with better returns. But many retirees remain sceptical. So are they a good option?

29/06/2023

Central bank’s model ‘based on last quarter century’, concedes chief economist Huw Pill.

27/06/2023

Many inheritances are lost because heirs weren't prepared to inherit.

23/06/2023

Over-50s on average predict they will live to age 80, which is notably off current longevity data especially for women, a new survey reveals.