The Money Partnership

15/10/2026

💷 Is your money sitting idle in your bank account?

Whether you’ve built up savings over the years, received an inheritance or simply have money left over each month, it could be worth taking a closer look at how hard your money is working for you.

From savings accounts and Cash ISAs to Stocks & Shares ISAs and pensions, there are options to consider depending on your goals, timescales and attitude to risk.

Our latest blog explores the possibilities and why making your money work for you starts with understanding your options.

👉 Read more here: https://www.themoneypartnership.com/whats-new-insights/is-your-money-sitting-in-cash-doing-nothing

Authorised and Regulated by The Financial Conduct Authority (FCA Number 954255)

08/10/2026

Teamwork makes the dream work… apparently so does a shared wardrobe. 😂

Geraint and Evan heading out to meet clients today, accidentally demonstrating an impressive level of team alignment 👀

Authorised and Regulated by The Financial Conduct Authority (FCA Number 954255)

30/09/2026

SEVEN YEARS AT TMP! 🎉

Simone has officially unlocked every role in the office:
👩‍💻 Office manager (officially)
🧠 Therapist (unofficial but VERY needed)
📊 Project wrangler
🗂️ Operations mastermind
🛡️ Compliance queen
🤝 Boss’s right arm (and probably left too)

At this point we’re not entirely sure what would happen if Simone took a day off… so we’re not willing to test it.

Thanks for keeping the wheels turning and the chaos controlled 💼✨

Authorised and Regulated by The Financial Conduct Authority (FCA Number 954255)

26/09/2026

We recently worked with a client who had been carefully “planting” their pensions over time—but didn’t yet have a clear plan for when or how they could retire.

By bringing everything into one place, modelling their future income, and testing different scenarios, we helped turn uncertainty into clarity and confidence.

Read their story:
https://www.themoneypartnership.com/whats-new-client-stories/blooming-into-retirement

Authorised and Regulated by The Financial Conduct Authority (FCA Number 954255)

24/09/2026

We’re proud to share some of the latest feedback from our team — and it says a lot about the kind of company we are building.

Our recent staff survey highlights a positive, engaged, and supportive workplace, where people feel aligned with our vision and genuinely valued in their roles.

We’re not perfect — but we’re always listening. We’re committed to continuously improving so our team feels confident and equipped to succeed, while delivering the best possible outcomes for our clients.

A huge thank you to our team for their honesty, energy, and commitment 🙌This is what a strong culture looks like!

https://www.themoneypartnership.com/our-team
Authorised and Regulated by The Financial Conduct Authority (FCA Number 954255)

23/09/2026

Ever wondered what a financial adviser actually does — and whether you need one?

From helping you make sense of your finances to planning for the future you really want, the right advice can make all the difference.

At The Money Partnership, we believe advice should feel human. That means real conversations, no jargon, and taking the time to truly understand what matters to you.

We’ve broken it down in our latest article:
How can a financial adviser help you, when should you consider one, and what makes us different?

Take a look 👇
https://www.themoneypartnership.com/whats-new-insights/how-can-a-financial-adviser-help-me

Authorised and Regulated by The Financial Conduct Authority (FCA Number 954255)

It’s a question many people ask—often at a time when their finances are becoming more complex or important decisions are on the horizon. Whether you’re building wealth, planning for retirement , or simply trying to make sense of pensions and investments, a financial adviser can provide clarity...

16/09/2026

New HMRC research released this week for shows that 1 in 8 UK adults — nearly 7 million people — have never checked their State Pension forecast.

That’s a worrying number.

Checking your forecast isn’t just a box-ticking exercise — it’s about understanding what you’re actually on track to receive in retirement.

Once you know that, the real question becomes: will it be enough — alongside any workplace or private pensions you may have?

If there’s a gap between what you’ll have and the lifestyle you want, the earlier you spot it, the more options you have.

As Independent Financial Advisers, we help clients bring everything together so you can clearly see your position and plan with confidence 🙌 https://www.themoneypartnership.com/contact

If you haven’t checked your State Pension forecast, here is further information on how to do it:
https://www.gov.uk/government/news/almost-7-million-adults-in-the-dark-about-their-state-pension

Authorised and Regulated by The Financial Conduct Authority (FCA Number 954255)

HMRC is encouraging people to check their State Pension forecast using the HMRC app during Pension Awareness Week.

10/09/2026

Helping first-time buyers take that all-important first step 🏡

As independent mortgage advisers, we look across the market to find what’s right for each client.

One of the providers we work with currently has a mortgage deal available requiring a 2% deposit (a minimum £5k deposit) and borrowing of up to 5 times annual income...

✔ Gifted deposits accepted
✔ Self-employed applicants considered
✔ Available on five-year fixed rates

Every situation is different, so the right solution will always depend on your individual circumstances — but this is a great example of what’s out there for those ready to buy but need a helping hand getting started.

📲[email protected]
https://www.themoneypartnership.com/mortgage-advice

Authorised and Regulated by The Financial Conduct Authority (FCA Number 954255)

A MORTGAGE IS A LOAN SECURED AGAINST YOUR PROPERTY. YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

Get independent mortgage advice to explore your options and confidently secure the right deal for your circumstances.

04/09/2026

New to investing? This could be a place to start 👇

A Stocks & Shares ISA is a simple, tax-efficient way to invest your money for the future.

It allows you to invest up to £20,000 per tax year and any growth you make is completely tax-free – meaning no income tax or capital gains tax on your returns.

For many people, it’s one of the most effective ways to build long-term wealth, because more of your money stays invested and working for you.

Once your ISA allowance is used, you could consider a General Investment Account (GIA) for additional investing – but this may be subject to tax depending on your circumstances.

If you’re unsure where to start or how to invest in a way that suits your goals and risk level, speaking to a financial adviser can really help.

If you’d like to explore setting up a Stocks & Shares ISA or talk through your options, you can get in touch with us here:
https://www.themoneypartnership.com/contact

Authorised and Regulated by The Financial Conduct Authority (FCA Number 954255)

The value of investments can go down as well as up. You may get back less than you invested. Past performance is not a reliable indicator of future results.

02/09/2026

“I should have this all figured out by now.”

The reality? Most people don’t.

Finance isn’t something we’re always taught in detail,
so for many of us, it’s a case of learning as we go.

👉 It’s not about knowing everything —
it’s about building your understanding over time.

If you’d like to learn more about growing and protecting wealth, we share regular insights, blogs, and guidance with our mailing list.

Email Alice to get added! 📲[email protected]
https://www.themoneypartnership.com/

Authorised and Regulated by The Financial Conduct Authority (FCA Number 954255)