top of page


Unlocking a Bright Future: Essential Retirement Steps for Your 50s
Retirement may seem far away, but if you are in your 50s, it is much closer than you think! This decade is your golden opportunity to...
Greg Heath
Jun 243 min read
Â
Â
Â


Explore Pecunia FP Chorley for Digital Financial Tools
In today's fast-paced financial landscape, leveraging digital financial tools has become essential for both individuals and businesses....
Greg Heath
Jun 234 min read
Â
Â
Â


Unveiling the Principles of Wealth Building for a Secure Financial Future
In today’s economy, achieving financial stability can feel challenging. However, understanding wealth-building principles can empower...
Greg Heath
Jun 194 min read
Â
Â
Â


Discover Tailored Financial Planning Services for Your Future
When it comes to securing your financial future, having a solid plan is essential. Financial planning not only involves setting goals but...
Greg Heath
Jun 184 min read
Â
Â
Â


Navigating the Path Ahead: Strategic Planning for Retirement in Your 50s and 60s
As you approach your 50s and 60s, retirement is no longer just a distant notion—it’s a significant milestone that demands thoughtful...
Greg Heath
Jun 164 min read
Â
Â
Â


The Importance of Financial Planning for Your Future
What is Financial Planning? At its core, financial planning is a structured process. It helps you clarify your goals and understand your...
Greg Heath
Jun 23 min read
Â
Â
Â
Taking Control of Your Financial Future Starts Today
At Pecunia Financial Planning , we believe that financial independence isn’t just a goal—it’s a mindset . Whether you're an entrepreneur...
Greg Heath
May 282 min read
Â
Â
Â


SUCCESSION PLANNING CHECKLIST
Succession planning is more than just a safety net for your business; it’s a strategic move that ensures your company can thrive for...
Greg Heath
May 272 min read
Â
Â
Â


Secure Your Future: A Business Owner’s Guide to Retirement Planning
Running a business is demanding, and while you’re focused on growth, it’s easy to overlook your own financial future. But here’s the...
Greg Heath
May 233 min read
Â
Â
Â


Protect Your Business with Shareholder and Partnership Protection
Business owners work hard to build successful companies—but what happens if a key partner dies or becomes critically ill? Without the...
Greg Heath
May 192 min read
Â
Â
Â
Unlocking Financial Freedom: Mastering the Art of Budgeting for a Blissful Retirement
Many aspire to achieve financial freedom, but few actually reach it. At the heart of this goal is budgeting—a practical skill that can...
Greg Heath
May 194 min read
Â
Â
Â
ROADMAP FOR MANAGING YOUR BUSINESS FINANCES
Running a business isn’t just about great ideas or passionate execution; it also involves numerous financial responsibilities. Navigating...
Greg Heath
May 165 min read
Â
Â
Â
MANAGING YOUR FINANCIAL HEALTH, BOTH BUSINESS AND PERSONAL
Starting a business can be both exhilarating and overwhelming. It’s tempting to devote much of your time and effort to developing your...
Greg Heath
May 143 min read
Â
Â
Â
Financial Planning for Business Owners and Company Directors
Welcome to our Guide to Planning Financial Success for Business Owners and Directors. At Pecunia Financial Planning we have had decades...
Greg Heath
May 122 min read
Â
Â
Â


Happy Retirement Day and to much time on your hands. Sounds like bliss!
One of my clients refers to me as a financial nerd. In an affectionate way obviously. He sent me this ....... I suspect he has been...
Greg Heath
May 91 min read
Â
Â
Â
What tax-inefficient financial planning is costing you
Tax planning remains one of the most impactful ways wealth planners can improve outcomes for their clients. While investment performance...
Greg Heath
May 63 min read
Â
Â
Â


Confronting Inflation: Rethinking Your Retirement Savings Strategies for Uncertain Times
As rising inflation rates create waves in the economy, worries about financial futures are on the rise. While retirement may seem far...
Greg Heath
Apr 303 min read
Â
Â
Â


DIY Investing - Is it time to Buy British?
This article raises a question I have been thinking about for some time. The UK does offer some amazing products and services and the...
Greg Heath
Apr 141 min read
Â
Â
Â


Why investors shouldn’t panic when markets fall
Market downturns frequently grab headlines and may cause anxiety for investors, but it's important they remain calm and avoid panic to...
Greg Heath
Apr 102 min read
Â
Â
Â


ESTATE PLANNING AMID CHANGING IHT RULES
Planning your estate is challenging at the best of times. Knowing how to mitigate your liabilities while ensuring your loved ones are...
Greg Heath
Apr 13 min read
Â
Â
Â
bottom of page

