Posted on August 10, 2022
A quarter of savers approaching retirement at risk of not having an ‘adequate pension’ One of the biggest mistakes you can make is not saving enough for your retirement. This can leave you struggling to make ends meet in your later years, and may even force you to rely on others for financial support. It’s…
Read more Posted on August 5, 2022
3 tips to maintain your financial wellbeing The rising cost of living is one of the most pressing issues facing many families today. The price of food, energy, fuel and other necessities has risen significantly in recent months. This has made it difficult to make ends meet and has put a strain on many household…
Read more Posted on August 1, 2022
All of our August financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…
Read more Posted on July 26, 2022
Welcome to our Guide to Investing. Investing is one of the most important things you can do to secure your financial future. It allows you to build wealth over time, while taking advantage of compounding returns. By understanding some key principles, you’ll have peace of mind knowing that you’re doing everything you can do to…
Read more Posted on July 13, 2022
With some research on the internet it doesn’t take long to discover there is a savings crisis in the UK. In 2014 HSBC reported that 44% of the population had less than £2,000 in savings. By 2016 The Money Advice Service said this had dropped to £100. The same searches today find similar results. Nearly…
Read more Posted on July 6, 2022
Welcome to the latest edition of our TIPS Magazine. It’s not surprising that the world of investing can seem complex, especially in the current global economic climate. Investors face an endless supply of market news, many investment choices and often-changing market conditions. There are a number of key principles that every investor should follow with…
Read more Posted on June 28, 2022
A very tax-efficient solution for passing on your wealth Passing wealth through the family, for most, is an important part of their estate preservation planning process. Pension funds are typically free of Inheritance Tax provided the scheme trustees/administrator has discretion over the payment of death benefits. Passing on your wealth As well as supporting you…
Read more Posted on June 23, 2022
17% increase in suspicious or scam-related activity Any of us can fall victim to a scam. Scams are increasingly common and many people are caught out. They can be very distressing, and the impact is often emotional as well as financial. If you’ve been the victim of a scam, remember that you’re not alone. Increasingly,…
Read more Posted on June 16, 2022
The following is an extract from Truly Independent Founder, Andrew Goodwin’s new book “Work to Wealth” Stripping everything back to the basic principles, I first want to give you a gift: a better reason to work. By creating simple and achievable financial goals, you will leap out of bed in the morning eager to earn.…
Read more Posted on June 8, 2022
All of our June financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…
Read more Posted on June 7, 2022
The following is an extract from Truly Independent Founder, Andrew Goodwin’s new book “Work to Wealth” Who should read this book? While this book is for everyone, I’d like young people to read it because they often have a skewed perception of work and earnings, particularly school sixth-formers and college students since the earlier…
Read more
Follow us