Insights & News

Going for Gold: Choosing a Financial Plan

Like the very best Olympic teams, the best financial planning firms combine years of experience, qualifications and performance outcomes, to benefit you.

READ MORE

1 minute read
Football Goals, Financial Goals

The parallels between football goals and financial goals. At first glance, these may seem worlds apart, but a closer look reveals striking similarities.

READ MORE

2 minute read
Do high earners need financial advice?

Even if you are earning what most would consider a “high salary”, you can still find yourself under financial pressure.

READ MORE

1 minute read
Why take financial advice?

We will search the entire market on your behalf to find the best financial products for your specific needs, circumstances, and priorities.

READ MORE

1 minute read
Will new changes to final salary pensions affect you?

The pension Lifetime Allowance (LTA) was abolished on 6 April 2024. If you are thinking, “this change doesn’t affect me, my pension isn’t worth £1mn”, you could be mistaken. Even if your pension is not over the £1,073,100 threshold, this change may still affect you.

READ MORE

1 minute read
Tax Refunds

The Government, like them or loathe them, offers a number of ways to reduce tax and collect rebates.

READ MORE

2 minute read
Preparing for a Longer Retirement

I’ve mentioned in previous articles that we no longer refer to ‘threescore and ten’ (70 years old) as an average lifespan. The UK has over 11m people aged 65+, and over 500,000 aged 90+.

READ MORE

1 minute read
Choose, don't Settle

Are you living the life you want, or have you settled for what you have? This time of year, 'New Year's Resolutions' are in full swing - people look at their lives and focus on the improvements they want to make. Sometimes, they can start instantly and work on them over time, like starting a hobby or stopping a habit. Sometimes, however, choices for the long-term require long-term planning.

READ MORE

1 minute read
Retirement Age to Increase... Again

If you don’t want to retire at 70, you will need additional sources of wealth to enjoy a reasonable standard of living for longer. Here are a few things to consider when planning your finances.

READ MORE

1 minute read

Book a Meeting with us

To find out if we're right for you and if you need a financial planner, book a meeting with us.

The first meeting is always complimentary.