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...

Long-term investing – lessons from history

Markets have experienced a challenging few months. Following the downturn, investors will no doubt be pondering their portfolios. Interesting research3 explores the validity of the longstanding adage - time in the market, not timing the market. The numbers really do...

“Philanthropy lies at the heart of human greatness”

The act of philanthropy can be defined as a desire to promote the welfare of others, expressed especially by the donation of money to good causes, such as charities or other deserving causes. It’s not straightforward to identify precisely what qualifies as...

Financial education – giving your children a head start

Keeping your children occupied at home can prove challenging; it’s a real strain, trying to keep them engaged and interested. With the COVID-19 outbreak causing the majority of children to be home-schooled, parents are understandably concerned about their education...

Cashless society – a worrying prospect for many

As society fast becomes cashless, a recent review has called for extra safeguards to support the cash infrastructure in the UK8. A significant number of people and businesses are still reliant on cash transactions on a daily basis, and it is feared that the move...

Heirs could inherit up to £1m tax-free

Inheritance Tax (IHT) has come under the spotlight over the past few years; the Office of Tax Simplification have conducted a couple of reviews on the unpopular tax, which was left untouched in the Spring Budget. The good news is that, with expert planning, you can...

Unused services cost Brits £25bn a year

New research2 has found that the typical adult spends £496 per month on regular commitments, but £39 of that accounts for services that aren’t used. The most wasted outgoing is for gym membership, with 12% saying they pay for it, despite not using it. Other unused...

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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