Financial Advice Blog
Articles about Financial Advice for you and your family.
Trusted financial advice in uncertain times
A study4 of savers and investors has found that one in 25 people have recently sought advice for the first time ever. It also highlights myths that exist surrounding financial advice, with two in five people thinking they aren’t wealthy enough to seek advice and 27%...
COVID-19 – the ultimate financial stress test?
Coronavirus has affected every aspect of our lives, particularly our financial stability. The crisis has acted as a stress test for the nation’s finances, highlighting the fragility of many people’s financial safety nets. It has compelled individuals to take a closer...
Earlier is better for ISA investors
Investing in an ISA is a great way to build up your savings. Research3 looking into the savings habits of hypothetical stocks and shares ISA investors has demonstrated that the earlier in the tax year you invest, the better off you’ll be. According to the report,...
Protect your family’s future through estate planning
One way of ensuring that your loved ones receive assets is to pass them over while you’re still alive. However, this needs careful thought as you may not want to relinquish control and you need to make sure you keep enough yourself to live off – a difficult balancing...
Global economy faces recovery challenge
Economic data from the first quarter of 2020 has provided a foretaste of the impact the pandemic is set to have on global economic activity. Europe In the UK, output fell by 2% across the first three months of 2020, with the economy shrinking by a massive 5.8% in...
Tax – figures you should know for 2020/21
Here are a few figures worth knowing in 2020–21 to help maximise your tax allowances and exemptions: Personal taxation The National Insurance threshold is £9,500 and the Personal Allowance remains the same as last year, at £12,500. Pensions The Annual Allowance for...
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!