Do you keep yourself fit? We all know regular activity and eating well have a positive effect on our long-term health. But that extra glass of wine is so tempting! Just like our physical fitness, financial fitness takes discipline, planning and timely action. That’s why many of us join gyms Read More >>
Really good financial planning can be truly life changing, improving your financial and mental wellbeing. This is what we aim to deliver to each and every client. To demonstrate how we can make a genuine impact, let me give you an example. Through the financial planning process, I have helped Read More >>
We are urging investors to seek professional advice before making any knee-jerk changes to their portfolios following yesterday’s budget. Chancellor, Rachel Reeves, announced a number of updates to the inheritance and capital gains tax regimes that will affect pensions and investments. Managing partner, Martin Birch, said: “Whilst the budget may Read More >>
So many clients say that speaking to us is the best thing they’ve ever done, yet perceived barriers are holding back more than half the population from contacting a financial planner. Why is that? You’d be amazed at how many new enquiries we receive from people who’ve been putting off Read More >>
Children are bombarded by consumerism. The offer to buy now and pay later seems to be everywhere. So how do we ensure they learn the value of money and the importance of saving for the future? Lead them not into temptation I’m a mum of two children, aged seven and Read More >>
The festive period might feel like a dim and distant memory, but for some, the repercussions last a lifetime. Christmas can bring stress and heartache for families under financial or emotional strain and if the cracks in your relationship are already starting to appear, it can prompt some big changes Read More >>
We’re joining forces with chartered financial planners across the UK to raise awareness of Financial Planning Week 2024, which runs from January 22-28. The aim is to increase awareness of the benefits of professional financial advice and help consumers take control of their life, by busting myths that surround the Read More >>
When was the last time you reviewed the plans you’ve made for retirement? Pensions are not a ‘once and done’ thing. Life’s milestones often change the way we view retirement and what we hope to achieve from it. These changes potentially mean adjusting the provisions we have in place. For Read More >>
Announcing I’m a financial planner in polite company is like inviting the elephant into the room. When I’m asked what I do, I receive a wry smile and the conversation moves along swiftly. People don’t expect our role to be interesting or personally satisfying, but then they haven’t been party Read More >>
As the dust settles on the Chancellor’s latest fiscal shake-up, let’s take a closer look at what the changes really mean for investors. Will you be cracking open a (cheaper) bottle of Prosecco to celebrate or drowning your sorrows in a (more expensive) pint? No change to key tax levies Read More >>
