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|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 |2019-10-15T10:16:01+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

What Is A Good Pension Pot at 55?

So, you’re approaching that milestone age of 55 and starting to think about retirement?  At this age it’s common to start panicking about what is a good pension pot at 55 and what might happen after you leave the routine security of full-time work. Especially if you haven’t given much thought to it [...]

By |2019-10-22T11:33:22+01:00April 13th, 2019|Pensions|0 Comments

It’s Official – I’m One Of The UK’s Top Rated Independent Financial Advisers!

It's not every day you receive an email titled: "Did you see yourself in The Times?" But that's exactly what I received this morning! On Saturday (23rd Feb 2019), the Times newspaper included a supplement called '2019 Guide to the UK's Top Rated Advisers' and I was delighted to hear my name featured in [...]

By |2019-06-02T16:09:42+01:00February 25th, 2019|Estate Planning, Financial Planning, Pensions, Wealth Management|0 Comments