@lightsidefp

Fear-free financial planners - helping clients achieve their goals in a non judgemental way

 Liverpool, England
lightsidefp.co.uk
Joined February 2021
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The start of a new year is the perfect time to get all your finances in order. Read our blog, linked below, to discover 8 financial tasks that could set you up for 2026. lightsidefp.co.uk/blog/8-fin…

8 financial tasks to complete before the end of 2025 - LightSide

Amid mingling with friends and celebrating with family during the festive period, you might have quieter days to tackle some financial tasks as you enjoy a mince pie. Ticking off these jobs now could...

lightsidefp.co.uk
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If you've put off reviewing your pension fund, now might be the time to look into it. Read our latest blog, linked below, to find out whether the default pension fund is right for you. lightsidefp.co.uk/blog/is-th…

Is the default pension fund right for you - LightSide

How your pension is invested will affect its value and the income it will provide you later in life. If you’ve put off reviewing your pension fund, find out why it could be a worthwhile task. While...

lightsidefp.co.uk
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When you're making financial decisions, it can feel like you're faced with indecipherable numbers. Cashflow planning can turn these numbers into possibilities. Click the link below to find out more. lightsidefp.co.uk/blog/how-c…

How cashflow planning turns numbers into possibilities - LightSide

When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much you have in your bank account or pension, but what does the figure mean for...

lightsidefp.co.uk
3
Biases are mental shortcuts that help with quick decisions. Read our latest blog, linked below, to discover why your most important goals could trigger financial bias. lightsidefp.co.uk/blog/why-y…

Why your most important goals could trigger financial bias - LightSide

Biases affect how you act, and the personal goals you’re working towards could distort how you perceive risk, rewards, and information. Indeed, the more important the goal is to you, the more likely...

lightsidefp.co.uk
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If you're getting ready to phase into retirement, there are some important financial considerations you need to think about first. Read our blog, linked below, to discover 5. lightsidefp.co.uk/blog/phasi…

Phasing into retirement: 5 essential financial considerations - LightSide

While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to find out more about five key considerations. 1. Calculate if you’ll need to...

lightsidefp.co.uk
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Whether we have it or need it, whether we manage it, accumulate it, or are spending it, money creates anxiety. Click the link below to discover how you can beat it. lightsidefp.co.uk/blog/how-m…

How money causes anxiety and 3 tips to reduce it - LightSide

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing...

lightsidefp.co.uk
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When was the last time you reviewed your finances? Click the link below to discover 8 tasks that could help you make sure your finances are in order for 2026. lightsidefp.co.uk/blog/8-fin…

8 financial tasks to complete before the end of 2025 - LightSide

Amid mingling with friends and celebrating with family during the festive period, you might have quieter days to tackle some financial tasks as you enjoy a mince pie. Ticking off these jobs now could...

lightsidefp.co.uk
2
Is the default pension fund right for you? Read our blog, linked below, to discover 3 reasons it might not suit your needs. lightsidefp.co.uk/blog/is-th…

Is the default pension fund right for you - LightSide

How your pension is invested will affect its value and the income it will provide you later in life. If you’ve put off reviewing your pension fund, find out why it could be a worthwhile task. While...

lightsidefp.co.uk
3
It's easy to make assumptions or use guesswork when you're trying to understand your long-term finances. However, cashflow planning could help you see a much clearer future. Click the link below to find out more. lightsidefp.co.uk/blog/how-c…

How cashflow planning turns numbers into possibilities - LightSide

When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much you have in your bank account or pension, but what does the figure mean for...

lightsidefp.co.uk
3
Being aware of when bias might occur - and what might trigger it - could help identify when it may be affecting your decisions. Click the link below to find out more. lightsidefp.co.uk/blog/why-y…

Why your most important goals could trigger financial bias - LightSide

Biases affect how you act, and the personal goals you’re working towards could distort how you perceive risk, rewards, and information. Indeed, the more important the goal is to you, the more likely...

lightsidefp.co.uk
From deferring your State Pension to supplementing your salary, click the link below to discover 5 key considerations you need think about if you're phasing into retirement. lightsidefp.co.uk/blog/phasi…

Phasing into retirement: 5 essential financial considerations - LightSide

While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to find out more about five key considerations. 1. Calculate if you’ll need to...

lightsidefp.co.uk
3
What is it about money that gets us so anxious? To discover 3 tips on how you can beat money anxiety, click the link below. lightsidefp.co.uk/blog/how-m…

How money causes anxiety and 3 tips to reduce it - LightSide

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing...

lightsidefp.co.uk
1
While conversations around estate planning can be challenging to bring up, it's important to have them. To discover how you can approach these emotional topics, click the link below. lightsidefp.co.uk/blog/the-d…

The difficult but important estate planning conversations to have with your family - LightSide

An estate plan sets out how you’d like your assets to be managed and distributed during your life and when you pass away. It often involves thinking about difficult topics, such as your funeral...

lightsidefp.co.uk
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Setting out what wealth means to you beyond money and other financial assets could improve your overall wellbeing. Read our blog, linked below, to find out more. lightsidefp.co.uk/blog/how-t…

How taking part in International Volunteer Day could redefine wealth - LightSide

When you hear the word “wealth”, it’s often money or other financial assets that come to mind. However, wealth can encompass far more aspects of your life and setting out what it means to you could...

lightsidefp.co.uk
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If you're hesitant to offer support to your loved ones because you're worried about how it will affect your long-term finances, using a cashflow model could be valuable. Click the link below to learn more. lightsidefp.co.uk/blog/how-t…

How the benefits of your financial plan go beyond you to your family - LightSide

A financial plan is rarely focused solely on the person making it. For many, a successful plan also benefits their family. When setting out your goals as part of your financial plan, your family...

lightsidefp.co.uk
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Read our blog, linked below, to discover how having a strong financial plan in place can help you strike the right balance between spending for today and saving for tomorrow. lightsidefp.co.uk/blog/how-f…

How financial planning could give you the confidence to spend more - LightSide

The importance of saving is drummed into us from a very early age. As a child, for example, you may have had a moneybox and been encouraged to save your spare coins. As you get older, this extends...

lightsidefp.co.uk
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There are ways you can leverage certain financial biases, such as framing biases, to your advantage. Click the link below to find out how. lightsidefp.co.uk/blog/how-y…

How you could use framing bias to your advantage - LightSide

When you consider how bias might affect your financial decisions, it’s often the harmful outcomes that come to mind. However, there are ways you can leverage certain biases, including framing bias,...

lightsidefp.co.uk
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If you're worried about the emotional challenges of retiring, a phased approach might help. Read our blog, linked below, to learn more. lightsidefp.co.uk/blog/phasi…

Phasing into retirement: The emotional and financial benefits - LightSide

Last month, you read about how retirement is changing, with almost half of workers aged over 50 exploring phasing into retirement. There are plenty of reasons why more people are considering a...

lightsidefp.co.uk
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What does "wealth" mean to you? Read our blog, linked below, to discover how volunteering your time to a charity could offer you the valuable chance to reflect on what wealth means to you. lightsidefp.co.uk/blog/how-t…

How taking part in International Volunteer Day could redefine wealth - LightSide

When you hear the word “wealth”, it’s often money or other financial assets that come to mind. However, wealth can encompass far more aspects of your life and setting out what it means to you could...

lightsidefp.co.uk
3
Once you've created an estate plan, you might want to talk to your family about the decisions you've made. Click the link below to discover 3 important financial topics you need to broach. lightsidefp.co.uk/blog/the-d…

The difficult but important estate planning conversations to have with your family - LightSide

An estate plan sets out how you’d like your assets to be managed and distributed during your life and when you pass away. It often involves thinking about difficult topics, such as your funeral...

lightsidefp.co.uk
2
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