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...

10 Things to Remember When Markets Fall

In response to the recent market downturns, Rick Eling provides you with '10 Things to Remember When Markets Fall' to help cut-through the noise and achieve your clients long term investment plans. Headline Index Falls vs. Client Falls Clients will be reading some...

UNIVERSITY – ADDRESSING THE CHALLENGE OF CO ERING COSTS

Whilst awareness and popularity of alternative options for further education, such as apprenticeships and vocational courses, has increased in recent years, so too have the number of university applications. Figures from the Universities and Colleges Admissions...

ONE FINANCIAL RESOLUTION WORTH KEEPING

Boosting financial wellbeing is a perpetual resolution for many of us. Whatever your goals, the fresh beginning a new year brings is the perfect time to take stock of your finances and make resolutions to achieve them. A new study has concluded that the likelihood of...

The four questions most asked of financial advisers

The four questions most asked of financial advisers By Rosemary Bigmore There are times in your life when you’re not sure what decisions to make about your financial future. That’s when an adviser can prove to be indispensable. Financial advisers are tasked with...

Should my home be my pension?

Should your home be your pension? Almost a fifth of those who use property to generate income do so for their retirement1. But is this a good strategy? For many of us, our houses are our most valuable asset and we may plan to use them to fund our retirement. But is...

How can I reduce my inheritance tax bill?

How can I reduce my inheritance tax bill? By Rosemary Bigmore The Government’s 40pc levy on estates of the deceased may seem inevitable or even inescapable, but there are ways to cut or even avoid it, writes Rosemary Bigmore. The sentiment that “in this world nothing...

Retirement Calculators

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Why use a Financial Advisor for Planning your Retirement?

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