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...

May Market Update

Geopolitical tensions increased in May, as did concerns over the strength of global growth. Trade tensions intensified between the US and China, and later in the month between the US and Mexico, as President Trump announced plans to impose a 5% tariff on all Mexican...

CBI WARNING O ER NO-DEAL BREXIT

The CBI has warned potential Tory leadership candidates about the consequence of a no-deal Brexit, as the Prime Minister’s announcement of her imminent departure has effectively put the Brexit process on hold until a new leader is elected. On 24 May, Theresa May...

UK GROWTH BOOSTED BY STOCKPILING

The UK economy benefited from a sharp one-off boost to growth in the first quarter of the year as manufacturers stockpiled ahead of a Brexit that never came. Data released by the Office for National Statistics (ONS) revealed that gross domestic product (GDP) rose by...

WHO IS HIT HARDEST BY INHERITANCE TAX?

The Office of Tax Simplification has been tasked by the Chancellor to make Inheritance Tax (IHT) simpler and more streamlined, and to review the rules on gifting, pensions and property. Recommendations are due to be announced shortly. In a recent consultation, more...

WHEN WAS THE LAST TIME YOU REVIEWED YOUR WILL?

Having taken the important and responsible step of making a Will, many people simply put it in a safe place and forget about it. However, there are times throughout your life when it makes sense to review and revise its contents. Family changes Over the years, family...

WHAT WILL INFLUENCE YOUR INCOME NEEDS IN RETIREMENT?

There’s a lot to think about when you’re planning your income needs in retirement, and a variety of factors that can influence the amount of income you might need. Working for longer The concept of retirement is now more fluid, with workers choosing to continue into...

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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