Newbridge blog

Financial planning insights

Our team in Belfast and Ballymena shares articles on family finances, pensions and getting financial advice.

Family finances

Managing money together and making time to plan for your family’s future.

A couple reviewing household finances at their kitchen table

Keeping some financial independence in a relationship isn't about doubt. It gives both partners security and confidence. Here's how to get the balance right.

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A parent making notes while her child draws nearby

Almost a third of parents say they're too busy to plan their finances. A few small steps now can protect your retirement without short-changing your family.

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Pensions

Understanding pension allowances and planning for retirement when you work for yourself.

A notebook, pen and calculator on a desk

How much can you pay into a pension in 2026/27? A plain guide to the annual allowance, the taper, the MPAA and carry forward, and how to avoid an unexpected tax bill.

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A self-employed craftsman reviewing a notebook in his workshop

Find old pensions, plan around uneven income and prepare for a pension review. A guide for self-employed people in Belfast and Ballymena.

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Planning ahead

Reviewing your plans for retirement and preparing to meet a financial adviser.

A couple walking together on a coastal path

Your 50s are often your peak earning years and the last big window to shape retirement. Six questions to ask now about income, savings, debt and protection.

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Illustration of Gareth Elliott, seen from behind, meeting with a client

The questions to ask about regulation, qualifications, fees and what to expect before your first financial advice consultation.

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