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Pension Consolidation Explained

Have you had many jobs and accumulated multiple pension pots? On average people now have several different jobs in the course of their working life. So, it’s not uncommon to start a new pension for each job. This means that you may end up with multiple pension pots with various providers. Pension consolidation may mean [...]

By |2020-07-17T10:21:08+01:00July 25th, 2020|Financial Planning, Pensions|0 Comments

Building Your Financial Roadmap

No two people have identical financial circumstances, which is why it’s essential you have a tailored financial roadmap, a plan, in place to meet your individual needs and investment goals. We all have increasingly varied needs in an increasingly complex world. During periods of market volatility and concerns about the coronavirus (COVID-19) pandemic, you [...]

By |2020-07-27T10:07:58+01:00June 13th, 2020|Financial Planning, Wealth Management|0 Comments

The Role Of Financial Advisors

Financial planners don’t just advise you on investments... George Kinder reveals to Robin Powell in this video how the role of financial advisors isn't just about helping clients with investment planning, it's very much more than that. I'm glad to say the fabulous relationships we have with our clients are aligned to George's [...]

By |2020-07-27T10:10:15+01:00May 30th, 2020|Financial Planning|0 Comments

Lasting Powers of Attorney

What is a lasting power of attorney? Enabling someone you trust to make decisions for you, or act on your behalf Lasting powers of attorney (LPA) enable individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for themselves. Without them, loved ones could [...]

By |2020-07-27T10:35:14+01:00February 24th, 2020|Estate Planning, Financial Planning|0 Comments

Top Rated IFA For 2nd Year Running

I feel honoured, it's happened again! This morning I received an email from the Times, simply titled 'Tomorrow' with the following fabulous news: You’ll be featuring as a Top Rated Adviser in the 2020 Guide tomorrow, which will be distributed nationally in The Times! I pride myself on the service my team and I [...]

By |2020-07-27T10:37:30+01:00February 8th, 2020|Financial Planning|0 Comments

Preparing Emotionally For Retirement

However much you might be counting down the days to freedom, if you're in a reasonably-paid, moderate-status job, or running your own business, retirement could be a shock to your system. Once you've gloried in the luxury of a few lie-ins, and enjoyed some well-earned Rest & Relaxation - what next? It can be [...]

By |2020-05-18T14:56:54+01:00September 9th, 2019|Financial Planning, Pensions|0 Comments
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