Video Gallery

financial planning doesn't have to be complicated.

We create video content regularly because we believe that financial education should be accessible to everyone.

Latest Market Update

In July’s Market Update, Chris discusses the latest news with a focus on the UK General Election Results which were announced today, and the impact this may have on markets. He also discusses the latest industry news and gives an overview of market performance.

As always we hope you find this update useful, and if you have any questions please don't hesitate to get in touch.
Get in touch >

How To Prepare For Retirement: 
What Makes A Good Retirement Plan?

One of the most common questions we get as financial planners is, how do I prepare for retirement?

Whether that's from a financial or psychological point of view, we've put together this comprehensive guide which breaks down planning for retirement into 7 easy steps.

What is the Money Purchase Annual Allowance?

We have put together this video to explain the Money Purchase Annual Allowance in an easy to understand way.

It is often something most people don't understand or even forget about it when it comes to planning for their retirement.

Is Pension Consolidation Right For You? Assessing Your Options

Discover the advantages of pension consolidation, such as simplified management, potential cost savings on fees, and greater control over your investments.

Learn how consolidating your pensions can provide clarity and efficiency in managing your retirement funds.

How Can You Find Your Lost Pensions? Pension Tracing in the UK

Once you've successfully located your lost pensions, what's the next course of action?

We've got you covered with expert insights on what to do when you find your lost pensions. From consolidating multiple pensions to optimising investment strategies, learn how to make the most out of your newfound assets.

Why Is An Annuity Suddenly A Good Retirement Option?

Annuities are a powerful financial tool that can help secure your financial future, and understanding how they work is crucial.

In this video, we'll break down the concept of annuities, explaining how they provide you with regular payments, offering peace of mind during your retirement years.

Is Pension Consolidation Right For You? Assessing Your Options

Whether you're a beneficiary, executor, or simply curious about inheritance tax laws, our expert insights will provide you with a solid foundation.

From the current thresholds and exemptions to strategies for minimising your tax liability, we've got you covered.
TALK TO US
Get your financial plan on the right track.

If you want a better view of what your future could be, we'll have a chat over a cup of coffee in our Durham office and work out if we can add any value to your financial picture.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Matthew Sinclair (left) and Chris Breward (right), Chartered Financial Planners at Wealth of Advice