Financial Advice Blog

Articles about Financial Advice for you and your family.

Guide: Planning for a longer life: Wellbeing tips and financial management strategies

by | July 2, 2025 | Blog | 0 Comments

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...
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Guide: What the Back to the Future ripple effect could teach you about financial planning

by | June 30, 2025 | Blog | 0 Comments

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...
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The home movers guide to mortgages

by | March 25, 2025 | Blog | 0 Comments

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...
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PENSIONS – WHERE ARE WE?

by | Oct 17, 2017

The recent election result has done very little to help provide clarity regarding pension policy here in the UK. In fact it has muddied the waters even more, when we consider the differences that the Conservatives and the Democratic Unionist Party (DUP) have on...

A guide to equity release

by | Oct 11, 2017

A guide to equity release The value of pensions and investments can fall as well as rise; you may get back less than you invested. If you’ve been watching T , reading newspapers or even surfing online, you’re sure to have noticed an increase in advertisements for...

Nearing Retirement? What to think about

by | Oct 4, 2017

NEARING RETIREMENT? HERE’S WHAT YOU NEED TO THINK ABOUT It may be approaching on the horizon, the prospect of a long, happy retirement, after years of working hard. For many in Sevenoaks, Kent, retirement means spending more time with family and friends, or pursuing...

Why use a Financial Advisor for Planning your Retirement?

by | Sep 20, 2017

Why use a Financial Adviser for Planning your Retirement? The value of pensions and investments can fall as well as rise; you may get back less than you invested. Retirement - and appropriate cover - used to be considered a sure thing not too long ago. However, with...

Spring 2017 Budget Update

by | Mar 16, 2017

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.   We have pleasure in attaching our summary...

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.

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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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