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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 28, 20252 min read


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 27, 20252 min read


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 23, 20253 min read


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 19, 20252 min read
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 19, 20254 min read
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 16, 20255 min read
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 14, 20253 min read
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 12, 20252 min read


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 9, 20251 min read
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 6, 20253 min read


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 30, 20253 min read


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 14, 20251 min read


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 10, 20252 min read


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 1, 20253 min read


SELF-INVESTED PERSONAL PENSIONS MARCH 2025
Is it time to maximise your retirement investments? When planning for retirement, utilising a pension is one of the most effective ways...
Greg Heath
Mar 19, 20254 min read
Financial Planning Is For The Many Not The Few .......
When discussing financial planning, many people believe it is relevant only to individuals with considerable wealth or assets. However,...
Greg Heath
Mar 12, 20253 min read


END-OF-TAX-YEAR PLANNING
Our money is hard-earned and precious, so it is understandable that parting with it in the form of taxes isn’t something anyone looks...
Greg Heath
Mar 10, 20256 min read


Mastering Individual Saving Accounts
As we start to approach the end of the tax year in April 2025, it may be time to review your saving and investments. Part of that review...
Greg Heath
Feb 21, 20251 min read


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
Feb 19, 20252 min read


Master Your Money: The Power of Cash Flow Planning
The Importance of Cash Flow Planning in Financial Success When people approach me to talk about financial planning, they often focus on...
Greg Heath
Feb 7, 20253 min read
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