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...

FINANCIAL MARKETS – A YEAR OF TWO HAL ES?

FINANCIAL MARKETS – A YEAR OF TWO HAL ES? This year has been interesting, but what lies ahead for investors over the next few months? Experience has taught us to expect the unexpected, as many investors are becoming used to a wide variety of financial, economic and...

ARE YOU SAVING ENOUGH FOR RETIREMENT?

ARE YOU SAVING ENOUGH FOR RETIREMENT? It’s estimated that people aged 45 to 54 spend more time planning their summer holidays than they do planning their pension1. However, if you want to be able to enjoy holidays in retirement, then you’ll need to have saved...

TEN YEARS SINCE THE FINANCIAL CRISIS

TEN YEARS SINCE THE FINANCIAL CRISIS Just over ten years since the start of the financial crisis, the global economy is well and truly in recovery mode. In the aftermath, investors were blindsided as global equities fell by 38% and UK equities by 46%. Aggressive...

PENSION FREEDOMS – STAY INFORMED

PENSION FREEDOMS – STAY INFORMED TO MAKE THE RIGHT CHOICES The pensions landscape has undergone a complete overhaul since the introduction of the ‘new’ pension legislation in 2015. However, it hasn’t all been plain sailing. Amid fears that some pension savers are...

TAKING FINANCIAL ADVICE WILL ENHANCE YOUR WEALTH

TAKING FINANCIAL ADVICE WILL ENHANCE YOUR WEALTH A recent report1 has shown that consumers who take financial advice find themselves better off than those who don’t take advice when making major financial decisions. Entitled ‘The alue of Financial Advice’, it was...

The Stages of Financial Life

The Stages of Financial Life Where we can help you: [/fusion_text][fusion_imageframe image_id="1780" style_type="none" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align="none" lightbox="no" gallery_id="" lightbox_image="" alt=""...

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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