A will is the only way to make sure your money, property, possessions and investments go to the people and causes you choose. If you don’t make a will, there can be plenty of unintended […]
What Happens If You Don’t Have A Will? view more
In the UK, there are no restrictions on retirement and you can access your pension pot and retire at 55 if you want to, although this will be increased to 57 from 2028 and likely
Want To Retire At 55? Here’s How You Can Do It… view more
It’s the beginning of a new year and this often means new year’s resolutions. However, we would advise firstly reflecting on the past year and reviewing your finances to see what worked and what didn’t.
What To Review At The Start Of 2022 view more
Any pension comes with charges and the nature of these pension charges really depends on which provider your pension is with. You should be aware of what you are paying as the charges can affect
Pension Charges: What Are They? view more
Pensions are a long-term investment and our clients often ask us – how can I choose what my pension is invested in? Keeping an eye on which funds your retirement savings are in, so that
How Can I Choose What My Pension Is Invested In? view more
We will explain below how a bridge loan works, who they are for and how we can help you find the right one for your circumstances. A bridging loan (or bridge loan) is very useful
How does a bridge loan work? view more
Research from the Pension and Lifetime Saving Association, has indicated that the pandemic will mean we need to find an extra £2,200 a year to keep up a comfortable retirement lifestyle after the pandemic. The
Has Covid-19 Affected Your Retirement Plans? view more
If you are in your 50s and planning to retire in 10 to 15 years then it’s not too late to start saving. Here are our tips for planning retirement in your 50s… Planning retirement
Tips For Planning Your Retirement In Your 50s view more
When you start to plan for a future, you soon realise that investing is vital in achieving your future financial goals. Here’s some background information for you if you are thinking about investing and we
Our guide about how to start investing view more
When discussing investments with clients we often refer to ESG vs. impact investing. Many individuals ask us the difference between to two so we will explain now. ESG investing Environmental, Social and Governance (ESG) describes
ESG vs. Impact Investing – what’s the difference? view more
