Financial Advice Blog
Articles about Financial Advice for you and your family.
Keeping on track for your retirement
Recent stock market volatility may have made you anxious about your pension, particularly if you are nearing retirement, but it is important to consider the wider picture to keep your plans on track. Resilient financial planning Those who stick to their...
Dreaming of the rural life
Following lockdown, people are likely to be working from home much more in future, leading many to consider the space they currently live in and their attitudes to moving to a different location. Homebuyers who have successfully worked remotely and no longer need to...
Brewin Dolphin Insight – Fear & Greed
Have markets recovered too far, too fast? I don’t think so, no. Markets in March had lost all confidence in the face of economic shutdowns across the developed world and a complete lack of clarity about economic prospects. As economies have slowly begun to reopen,...
Don’t suffer from decision fatigue – make time for life’s big decisions
With people leading increasingly busy lives, they can often find themselves so overcome with everyday goings-on that, when it comes to tackling difficult financial decisions, they don’t have the mental capacity to cope. Head in the sand Research7 has found that people...
Spot and stop financial scams
In these uncertain times, criminals have been using the COVID-19 outbreak to scam members of the public, particularly the most vulnerable. Action Fraud5 revealed there had been a massive 400% increase in reporting of scams in March – the majority of which related to...
The Great Wealth Transfer: start the conversation
Any discussions involving money can be uncomfortable and particularly so when it involves the transfer of wealth from one generation to the next. However, the next 30 years are expected to see the largest ever intergenerational passing of wealth, as Baby Boomers pass...
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!