Pensions
May 27, 2021

How to prepare an ideal retirement 3>

What do you imagine when you think of retirement for yourself in the future? Perhaps you see yourself retiring early in your 50s. Maybe you see a kind of “partial retirement” where you keep on…
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Taxation
May 27, 2021

Get the most out of the 2021-22 tax year 3>

What if it was possible to put more money back into your pocket – possibly £100s or £1,000s – by taking a bit of time to ensure that your savings and investments are set up…
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Pensions
May 27, 2021

Pension planning in different market conditions 3>

Building up a pension pot is a challenging endeavour. Not only do you potentially have 40+ years of consistent, monthly savings ahead of you, but they are also likely to experience a wide range of…
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Financial Planning
May 27, 2021

A financial plan for post-lockdown 3>

It has been a long 14 months since COVID-19 first led to lockdown across the UK. Life has changed significantly in that time, and nobody exactly knows what the “new normal” will look like when,…
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Insurance
September 30, 2020

Protection Planning and COVID-19 – A Short Guide 3>

Nothing could have prepared us for the scale of COVID-19, either in terms of the world economy or the personal impacts felt by all of us. But there is nothing like a pandemic to raise…
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Featured
September 13, 2020

How protected are your finances? Try our 10-point checklist 3>

COVID-19 has brought a looming shadow over the UK economy, and many are concerned about their finances as the Job Retention Scheme winds down in October 2020. Whilst some might feel powerless about their financial…
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Financial Planning
September 9, 2020

Business protection in a pandemic: a short guide 3>

COVID-19 has thrown immense financial challenges at many businesses across the UK both large and small. Running a business always carries the possibility of risk and reward, yet the former is arguably more strongly felt…
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Insurance
September 6, 2020

Critical illness cover – your questions answered 3>

The main purpose of critical illness cover (CIC) is to release a much-needed lump sum to you and your family should you be diagnosed with a predefined illness or condition. With COVID-19 currently high on…
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Insurance
September 1, 2020

Do I need to change my life insurance if I have a child? 3>

Having a child is an exciting, tiring and very different chapter of life. Many changes will have come to your lifestyle and thinking about life insurance might seem lower on the list of your immediate…
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Investments
August 20, 2020

Bonds in 2020 – how have they been affected? 3>

Wouldn’t it be interesting if there was an investment asset which has a negative correlation with stocks (equity), which tends to rally when stock markets crash and which is easy to buy or sell (i.e.…
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