Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

Questions Asked

Question 1
Hi team

Been listening for ages and having a psychological meltdown over this.

I have approx £20k in my S&S ISA and £20k left on my mortgage.  How can I justify the decision to pull the trigger and pay it off?  Note that I also have £30k approx in a cash ISA and £5k float easy access. I also overpay the mo...

Questions Asked

Question 1
Hi Pete & Roger,
I’m hooked on your Podcasts; they are invaluable and strangely fun.

Though I don’t recall hearing about Offshore Investments Bonds being discussed, this is a worry to me because I have one with Prudential which my financial advisor arranged for me. (My original premium invested £254,640 on 1...

The post

Questions Asked

Question 1
Hello Pete & Rog,
Your content and chemistry are a unique combo that's helped me focus and engage in my own future properly at last. Thank you!

It occurred to me being well insured isn’t necessarily enough…..planning mechanics is key too.

I'm Interested in your views on planning for the tax shock if o...