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...

A CHANGING RETIREMENT LANDSCAPE

Traditional views of retirement continue to be called into question, as the Office for National Statistics (ONS) reports growing numbers of people aged 90 or over. With ongoing medical research and development, and improvements in public health, it’s no real surprise...

IHT RECEIPTS CONTINUE TO RISE – PLANNING PAYS

A record amount of Inheritance Tax (IHT) was collected in the last financial year, according to HMRC data. In the 2018/19 tax year, UK citizens’ estates paid a grand total of £5.4bn in death duties, an increase of 3% on the previous tax year. This increase continues a...

Free Childcare – Grandparents Really Are Doing Their Bit

Anyone with children knows that childcare is a major expense that comes in many forms, from day nursery for small pre-school children and babies, after-school clubs and child minders, to school holiday cover for working parents. Care requirements span many years and...

YOUR CHANGING PROTECTION NEEDS FOR EVERY LIFE STAGE

Life is full of surprises and not all of them good. With this in mind, having the right level of protection in place is essential. Once protection is in place, it’s worth reviewing it regularly to ensure you have the right cover as your circumstances change over the...

The Green Shoots of Spring

At the end of last year, the global economy was precariously balanced as various geopolitical traumas weighed. Forecasts suggest 2020 will experience a recovery, albeit a weak one. In its latest economic soothsaying3, published in the autumn, the International...

Investment Advice in Volatile Times

Quilter have put together a great article on investing in volatile times. You can download it for free here: https://cafinancialservices.co.uk/omw_sk14084-investing-through-volatile-times/ It is important to take professional advice before making any decision relating...

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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