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...

What life insurance do I need?

Life insurance provides valuable peace of mind that your family or other dependants would be financially protected if you were no longer around to provide for them. As a minimum, it’s important to ensure you have enough cover to pay off your mortgage, as this is...

Do you need financial advice during divorce?

Almost a fifth of people who divorce are, or will be, financially worse off as a result12. With the same research highlighting a third of divorcees are being forced to take money from their savings to supplement their finances, while 18% are borrowing from family and...

How do I unlock the value of my wealth?

Would you agree that wealth is not about hoarding money but the flexibility and financial freedom it affords to help us achieve our goals and passions? Essentially, wealth has the scope to create a powerful purpose in our lives. Take time to understand your ‘why’...

Are you concerned about the economy?

Analysis9 has identified growing concerns over the economy as a key super trend, with economic anxieties now replacing the pandemic as a key area of unease for investors. The review of global themes driving investment over the long term suggests that, although...

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!

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