News
Fail to plan, plan to fail
Suggesting that someone is deliberately planning to fail is harsh, but if you fail to plan the best route to financial peace of mind, there’s a good chance that you will fall short of your goals. Continue reading
Here’s how money really can buy you happiness
Can money really buy happiness? Or is happiness an inside job? Continue reading
Three million people will ‘face retirement crisis in less than 20 years’
Nearly three million pensioners will not have enough to cover their essential costs by the early 2040s, a leading thinktank has suggested. Continue reading
Self-employed? Remember your pension
Over one million individuals have entered self-employment since 2020 so it is important to ensure you are still planning for retirement by making regular pension contributions. Continue reading
Women take the lead opening JISAs
Have you opened a JISA (Junior ISA) for your child? If so, it’s a great financial priority to support long-term savings goals for the children in your family. Continue reading
Which pension personality are you?
A recent study# has identified several distinct pension personality types, each with its own strengths and challenges. Which one resonates with you? Continue reading
Money, money, money!
When uncertainty reigns in markets, cash feels safe. It sits in your account, untouched by volatility, seemingly secure from the stock market’s unpredictable swings. But what’s often overlooked is the silent risk cash carries – the risk of missing out. Continue reading
Retirement finances: Let us help you take control
wo pieces of research have again highlighted consumer confusion and concerns around pension provision and thereby the necessity for people to take control of their retirement planning. Continue reading
Payment regulator sets refund limit for fraud victims – your rights when you get scammed
From October, new rules will change how banks refund ‘authorised push payment’ (APP) fraud victims. Here is how your money will be protected. Continue reading
Personal Finances – so what are your weak spots?
No matter what age you are it’s likely you have a weak spot when it comes to Personal Finances. In fact, it’s pretty much inevitable, no one’s financial armour is infallible. What steps can you take to shore up your defences? Continue reading
Do you have enough life cover?
Do I have enough life cover ? Continue reading
Retirement – can you be sure your money will last?
Many people are concerned about running out of money once they are in retirement. How can you be sure your money will last? Continue reading
Meet Benedict Quinn
Benedict plays a key role within our small team of Financial Advisers. Many clients consider him the face of the company as they meet with him at regular intervals to review their investments and discuss their finances, and he then remains their point of contact if ever they need urgent help in between times. Here are some more details about Benedict and a few comments his clients have recently made about him. Continue reading
Identify your goals and then feed that dream
The best way to save for the long-term is to identify the future lifestyle you desire. Continue reading
Five tips to stay on top of your finances
Putting things off until another day is easy, but where money is concerned it can be a huge mistake to avoid sorting out your finances. Here are five tips to help you stay on top. Continue reading
Do you know what your options are when the time comes to retire?
Of the pension holders we surveyed : Continue reading
Pensions Jargon Buster
Confused and bamboozled by the vernacular surrounding pensions and saving for retirement? You’re not alone. Continue reading
Getting a divorce? Don’t forget to address pensions
Going through a divorce is often a stressful process but making sure your assets are protected is an important part of securing your future. Overlooking pensions can prove costly. Continue reading
Small businesses with no business plan
Did you know that over a quarter (26%) of the UK’s small businesses face financial difficulties by failing to follow a structured business plan and subsequently putting their financial survival in serious jeopardy? Continue reading