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Client Stories
February 16, 2024
Client Stories
Travelling The World After Early Retirement
Graham and Janet came to see us in 2021, after deciding they wanted to review their options - now they're enjoying early retirement.
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March 7, 2023
Client Stories
Real Retirement: What our clients are up to
This week a couple of our clients have shared photos of themselves enjoying retirement.
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January 16, 2023
Investments
What Can I Invest In?
One of the first steps in investing is to understand the different asset classes that are available to you.
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January 16, 2023
Investments
What is ESG Investing?
ESG investing considers environmental, social, and governance factors when making investment decisions.
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January 16, 2023
Investments
How Does Inflation Work?
Inflation is an economic phenomenon that affects the purchasing power of money.
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January 16, 2023
Estate Planning
The Importance of Setting Up a Will
A will is a legal document that specifies how you would like your assets to be distributed after you pass away.
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January 16, 2023
Estate Planning
What is Estate Planning?
Estate planning is an important aspect of financial planning - there are a variety of tools and strategies available to help manage your assets.
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January 16, 2023
Estate Planning
Setting Up A Trust
A trust is a legal arrangement where a trustee holds and manages assets on behalf of one or more beneficiaries.
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January 16, 2023
Estate Planning
What is Inheritance Tax?
Inheritance tax is a tax levied on the transfer of property or wealth from one person to another upon death.
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January 16, 2023
Protection Planning
What is Protection Planning?
Protection planning is an important aspect of financial planning that helps to ensure that you and your loved ones are protected.
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January 16, 2023
Protection Planning
Life Insurance or Critical Illness Cover?
Life Insurance and Critical Illness Cover are two popular forms of protection planning that help to provide financial security.
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January 16, 2023
Protection Planning
Do I need Income Protection?
Income protection is a type of insurance that provides financial support if you are unable to work due to an illness or injury.
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January 16, 2023
Industry Insights
Majority of savers dip into their pension before they retire
More than three quarters (78 per cent) of retirees have already dipped into their pension pots by the time they retire.
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January 16, 2023
Industry Insights
Advice on cash surges nearly 50% in three years
Two thirds (66%) of UK independent financial advisers and wealth managers are now advising on cash, a new study has revealed.
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January 16, 2023
Industry Insights
Home buyers ‘gamble’ with retirement as more mortgages run past state pension age
In the past three years, over a million people have taken out a new mortgage that will run past state pension age.
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January 16, 2023
Industry Insights
Value of pension pots rises by 16% but gender gap remains
The average retirement savings for men totalled £16,390 compared to £13,844 for women.
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January 16, 2023
Industry Insights
DWP rejects calls to extend state pension underpayment review
The Department for Work and Pensions (DWP) has rejected MPs calls to extend its state pension underpayment review to include divorcees.
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