Financial Advice Blog
Articles about Financial Advice for you and your family.
FCA Directly Authorised Financial Advice
A Brave New World Welcome to the New World. I am delighted to announce that, as of today, we are a fully independent financial advice practice, regulated and authorised directly by the Financial Conduct Authority. Reaching this point has demanded a huge amount of time...
A Brave New World of Financial Advice
A World of Change I have to say, teaching at Palmers VIth form college certainly feels like a long time ago. If I’ve carried anything with me from that time however, it’s that you never stop learning. The World has changed dramatically since I decided to become a...
Your complete guide to financial protection
Financial protection is an important part of creating long-term security. Yet, it’s something that many people overlook. Appropriate financial protection can provide you or your family with an income or lump sum when you need it most. It can create a valuable safety...
Investment market update: May 2022
Investment markets in May experienced volatility amid concerns that economies could fall into a recession as inflation pressure remains high. While you may be worried about the volatility your investments have experienced, keep your long-term goals in mind. A...
Do you have “green guilt”? Here are 8 simple ways to make your lifestyle more environmentally friendly
More people than ever are embracing lifestyle changes to reduce the negative effect they have on the environment. As the effect of our choices becomes more widely known, some feel guilty about the decisions they make. According to an Aviva survey, 64% of adults in the...
Explained: The social care cap and what it means for you
Next year, Boris Johnson’s social care cap will be introduced. So, what is it and what does it mean for you? The social care cap limits how much an individual will pay for care during their lifetime. It will start in October 2023. The cap is £86,000, but it may not be...
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!