Financial Advice Blog

Articles about Financial Advice for you and your family.

Guide: Planning for a longer life: Wellbeing tips and financial management strategies

Average life expectancies have increased significantly in recent years, both in the UK and the rest of the world. While people living longer is always good news, it also brings new challenges for your health and, crucially, your finances. Maintaining your physical and...

Guide: What the Back to the Future ripple effect could teach you about financial planning

It’s been 40 years since Back to the Future delighted cinema-goers with its time-travelling adventure. Teenager Marty McFly discovers the power of the “ripple effect”, and it’s something that could be valuable when you’re creating a financial plan as well.  One...

The home movers guide to mortgages

Whether you’re just exploring your options or already have a property earmarked for your next move, there are some important things to consider when it comes to buying your next home. The housing market and mortgage landscape may have changed in the years since you...

Protecting your Pension from Long Covid

The medical, social and financial impacts of the pandemic have been far reaching. Some people who are recovering from COVID are left with prolonged symptoms, leading to a diagnosis of ‘long COVID’. Similarly, from a financial perspective, many people have lost...

Lockdown savings result in six-year ISA high

People paid £1.5bn into Individual Savings Accounts (ISAs) in April4; this constitutes the highest level of April inflows in over six years. During the month, people invested £78m more into ISAs than over the entire previous 12-month period. Chief Executive of The...

School fee planning – begin on day dot

With the average annual fee for private schools now £36,000 (£12,000 per term) for boarders and £15,191 (£5,064 per term) for day pupils 3 , making the decision to privately educate your child is a big step and a massive financial commitment. In addition to fees,...

Saving for a Pension later in life?

When it comes to saving for retirement, there are always options, no matter how late you leave it. Increase your contributions If you’re currently paying the minimum 8% (including tax relief and 3% employer’s contribution) into your workplace pension, consider...

Changing Investment Perspective

We’ve heard it all before - it doesn’t take a rocket scientist to appreciate how the pandemic has prompted a seismic shift in public behaviour, as it’s impacted all our lives. Appreciation of this major shift in the way we live our lives should also translate to our...

Will the deficit bring IHT Change

Could the deficit and rising inheritances accelerate IHT change? With the largest ever peacetime deficit on our hands, thanks to the pandemic, and an aged Inheritance Tax regime firmly on the government’s radar, could this combination lead to unwelcome tax rises on...

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