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...

MULTI-ASSET FUNDS – STAY DIVERSIFIED

One of the key principles of good investment practice is diversification. In terms of managing your risk and exposure to market volatility, it really does pay to spread your investments. Most investment experts support the view that diversifying the assets in your...

IN THE DARK ABOUT YOUR PARTNERS’ FINANCES

BRITS IN THE DARK ABOUT THEIR PARTNERS’ FINANCES According to Direct Line 2018, over a quarter of British people don’t know where their partner’s money is banked or invested and a staggering 17% of people who have been married or in a relationship for ten years or...

How to choose an IFA in Kent

How to choose a Financial Planner in Kent: Choosing a financial adviser for the first time is a daunting prospect. Their advice could save you a lot of money when it comes to handling your finances, so it’s importance to choose a financial planner that can offer...

TEACH CHILDREN ABOUT SAVING

Pocket money can help children learn important life skills and become responsible about money and know how to manage it. You can teach your child about saving and encourage their self-discipline by helping them identify and work towards a savings goal. Why open a...

PENSIONERS AMONGST THOSE OVERPAYING TAX

PENSIONERS AMONGST THOSE OVERPAYING TAX DUE TO QUIRK IN HMRC SYSTEMS The Making Tax Digital campaign, designed amongst other things to prevent instances of taxpayers overpaying and needing to wait until the tax year end in order to receive a refund, has been...

DRAW UP A BUDGET BEFORE RETIREMENT

If you’ve still got a few years to go until you retire, this could be the perfect time to think about how you’ll manage your money once you stop working. One of the biggest concerns that people have is outliving their savings, so drawing up a budget will help you...

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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