Resources

Helping you manage your investments and pensions through these difficult times. The stock market is unpredictable and bonds aren’t helping either. Independent financial advice could be a big help to you.

What does inflation mean for your invested money? Well, for a lot of my clients, inflation-proofing is one of their key objectives and it’s not looking too clever at the moment!

We've all heard the stories about people losing their pensions or investments to scam artists. Take precautions to protect yourself against this disgusting activity.

Investing can be scary, especially at the moment. We all come up with plenty of reasons why we don’t want to invest but are you risking your money more by not investing? Here’s some common ‘excuses’…

For some people, avoiding inheritance tax can be an important issue. Knowing that the taxman’s going to take a big chunk of your wealth after you’ve left us can stick in the throat. There are some relatively straightforward things you can do to ensure your loved ones receive a bigger inheritance…

Scary times out there. How are your pensions and investments holding up? You’ve probably seen them fall recently but this stuff can happen. Try to be patient (and a little courageous). Staying the course when it comes to investing is the best thing you can do…

Inflation can really damage your investments and pensions. It might be that you have ISAs or investment bonds or you could have all your money in a workplace saving scheme. Understanding how inflation could impact on your financial future is key…

Making a will could be one of the most important things you do, certainly for those you leave behind. A well written will is a major part of financial planning and financial advice becomes so much easier when a person’s wishes are clear…

Investing can take it’s toll on our emotions! If you’re worried about your pensions, ISAs, drawdown, bonds, etc at the moment, you’re not alone. In this blog, I try to reassure you by reminding you that we’re ALWAYS in unprecedented times. Investing takes courage sometimes!...

If the Russian invasion of the Ukraine is concerning you and how it might be impacting on your investments, you’re not alone! These are scary times and I want you to know that as your advisers, we’re with you. We understand your concerns and fears and want to help where we can.

Do you know what happens after a loved one dies? Leaving the emotional trauma to one side, it might be useful to understand the process for handling the estate.

A lot of people ask us what a typical client looks like. We’re specialists in helping people plan for their retirement. Helping them understand the complicated world of pensions and investments so it makes sense to them!

Getting good financial advice to help you with your pensions, investments, retirement, inheritance or anything else for that matter can be crucial but what are the benefits of high quality independent financial advice?

Investing really doesn't have to be complicated. There are some sensible things you should do and some less sensible things you shouldn't do. When it comes to your investments and pensions, making the right decisions is key.