Financial Advice Blog

Articles about Financial Advice for you and your family.

AI can’t replace real retirement advice

Retirement planning is too important to rely on generic answers. While tools like ChatGPT are growing in popularity, they provide guidance – not regulated, personalised advice, tailored to your circumstances.Recent findings highlight a rising trend of people turning...

ISA confusion holding back investors

Research shows 60% of Cash ISA holders could be persuaded to invest some of their savings in a Stocks and Shares ISA. While two thirds of UK adults have an ISA, confusion around how they work remains widespread more than 25 years after launch.Financial constraints are...

Stay one step ahead of Scammers

Britain’s financial watchdog, the Financial Conduct Authority (FCA), has cautioned pension holders to tune in to scammers’ ‘magic tricks.’ Research shows that the economic squeeze is encouraging more people to withdraw pension savings, with a quarter of all pension...

The Mirage of an attractive Cash Rate

Why attractive bank interest rates might not be all they seem. For the first time in 15 years UK savers can now park their money with a high street bank and earn a 5% interest rate. On the face of it, this appears to make investing in cash right now attractive. Yet,...

Investing patience is a virtue

Did you know that according to research5 , women are more likely to hold their nerve and avoid crystallising a loss when the market dips? In an attempt to stem their losses, nearly half of men (48%) have sold investments at a loss when they've fallen in value. By way...

Estate Planning deserves some airtime

Following Jeremy Hunt’s decision to freeze Inheritance Tax (IHT) thresholds for a further two years until April 2028, IHT is once again under the spotlight. Rising house prices and soaring inflation, combined with the extension to the frozen thresholds, mean that more...

Do you Retirement Plans need a reboot?

Life is busy, and with cost-of-living financial pressures intensifying, it’s understandable if your retirement plans have been bumped down the list. If you’re looking to revisit your plans and get them moving in the right direction, so you can relax and fully enjoy...

Retirement Calculators

We have a number of retirement, equity release and other calculators available that we can use to give you guidance on your long term retirement plan. Please click the button below or call 01732 617950 to arrange a free initial consultation.

Why use a Financial Advisor for Planning your Retirement?

We have 5 great reasons why we think you will benefit from using a Financial Advisor. Click the button below to find out why!

CA Financial services square logo

Address:

74 West End, Kemsing
Sevenoaks
Kent, TN15 6QE