Information, Advice, News & Views: Helping you make your money work harder

Here at Investment Sense we are passionate about making your money work harder for you and helping you to make better financial decisions.

So what do we offer?

  • Information. Including news and views on the issues that affect your finances,  interviews with leading industry figures, technical information, free guides and our own independent best buy savings tables, including our exclusive best buy table for SIPP deposit accounts
  • Independent Financial Advice. Whether face to face, or over the phone, our team of highly qualified and experienced Independent Financial Advisers can advise you on all aspects of your financial planning

Whether you use our website to find the information you need so you can make your own financial decisions, or you take advice from one of our highly qualified team of IFAs, we are here to help you, in a clear, transparent and fair way.

Investment Sense View

What’s changed for the tax year 2019/20?

We’re a few weeks into the tax year already, and if you’re going to make the most of the allowances and tax breaks on offer, it’s important to understand what’s changed. Getting to grips with the changes early on can help set you on the right ...

Saving for the next generation: What options are there?

More than half of adults had a savings account opened for them when they were children. It's a tradition that many are keen to continue by building up a nest egg for the next generation. According to research from NS&I, opening a savings account for a ...

Investment volatility: Responding to market conditions

When your money is invested and you see the value of stocks and shares dipping, it can be tempting to take swift action. However, often the best response is to trust in your long-term financial plan and stick with it. Following a volatile 2018, you may find ...

Discussing your will with loved ones

Talking about your will and wishes for after you pass away can be incredibly difficult. However, it’s a step that can also make financial and practical sense, but many are putting off. Before we take a look at the benefits of discussing your will with loved ones, ...

Investment Sense News

Eight spring cleaning steps to get your finances in order

With spring finally here, we often think about tidying up our homes, undertaking projects and making plans for the summer. This year don’t leave your finances out of the traditional spring-cleaning routine. Taking some time to go through your money and financial plan could benefit you ...

Planning for unexpected early retirement

Early retirement is something many people look forward to. But when it’s a decision that’s taken out of your hands, it can leave you in a financially vulnerable position. Whether you plan to give up working while in your 50s, wait until State Pension age ...

Estate planning: Families could face an unexpected Inheritance Tax bill

Do you know how much Inheritance Tax (IHT) may be due on your estate when you pass away? Research suggests that some could be leaving a bigger bill than they thought to loved ones. As part of an effective estate planning process, it’s important to ...

Four considerations when you’re supporting family financially

With soaring house prices and job insecurity meaning many younger generations are struggling financially, you may find yourself giving them a helping hand. While it may be something you’re keen to do, there can be concerns there too. Research from Charter ...