Independent Financial Advice

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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 |2020-05-18T17:36:04+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 |2020-05-30T08:30:21+01:00May 30th, 2020|Financial Planning|0 Comments

How to Avoid Inheritance Tax in the UK

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. With careful planning and professional financial advice, you can learn how to avoid inheritance tax in the UK by taking [...]

By |2020-05-18T15:29:01+01:00January 6th, 2020|Estate Planning|0 Comments

Should I Invest in Property?

Property investment is one of the most common types of investment, and as house prices have generally increased in value over the last 25 years, can be an appealing and tangible option for potential investors. This blog gives an overview of the pros and cons of investing in property, and what to consider before [...]

By |2019-10-17T17:58:37+01:00October 17th, 2019|Wealth Management|0 Comments

Beginner’s Guide To Wealth Management

Wealth Management is the process of enhancing your financial situation to meet your future life goals. A Wealth Management Adviser devises a bespoke strategy using a full range of financial services and products to achieve these goals, after consulting with a client to fully understand their requirements and priorities. In this article: Holistic [...]

By |2019-10-15T09:55:02+01:00October 3rd, 2019|Wealth Management|1 Comment

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

Should You Be Tracing Pensions That Are Lost?

NEARLY £20 BILLION OF PENSION MONEY GOES UNCLAIMED AND THIS FIGURE IS GROWING The scale of the UK’s lost pensions mountain has been exposed by the largest study yet by the Pensions Policy Institute that found 800,000 pensions were lost and worth an estimated £9.7 billion. It estimates that, if scaled up to [...]

By |2019-10-15T10:23:16+01:00June 1st, 2019|Pensions|0 Comments