Financial Advice Blog

Articles about Financial Advice for you and your family.

AI can’t replace real retirement advice

Retirement planning is too important to rely on generic answers. While tools like ChatGPT are growing in popularity, they provide guidance – not regulated, personalised advice, tailored to your circumstances.Recent findings highlight a rising trend of people turning...

ISA confusion holding back investors

Research shows 60% of Cash ISA holders could be persuaded to invest some of their savings in a Stocks and Shares ISA. While two thirds of UK adults have an ISA, confusion around how they work remains widespread more than 25 years after launch.Financial constraints are...

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,...

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

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