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A financial adviser in Lincoln welcomes a new team member
Pensions
June 28, 2018

Changing Jobs? Don’t Leave Your Pension Behind: 3 Crucial Tips 3>

This article is for information purposes only, and should not be regarded as financial advice. With investments, your capital is always at risk. The value of your investment can go down as well as up,…
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A tower of coins, illustrating precariousness in financial planning without the help of a qualified IFA in Newark or elsewhere
Investments
May 25, 2018

4 Little-Known Tips To Counter Your Investment Biases 3>

In our last article, we talked about how easy it is for human beings to make irrational investment decisions - often based on fear, misinformation or raw panic. As financial advisers, the basic argument we…
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Stones on the beach, illustrating choice and variety in investment choices when discussing plans with a financial adviser in Nottingham
Investments
May 15, 2018

The Big Secret Behind Your Poor Investment Decisions 3>

All of us make illogical and irrational decisions. It’s part of being human. This can however, have big negative consequences in our personal lives. Moreover, this nonsensical tendency can also creep into our finances -…
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Image of hammer htting a nut, illustrating how financial planning can go wrong with independent financial advice from an adviser in Lincoln
Investments
April 26, 2018

Pound Cost Ravaging 3>

With annuity rates low, many retirees avoid or delay annuity purchase. Instead they seek to live off the investments within their pensions. If you are in this situation, even if you are comfortable to continue…
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Financial adviser in Newark going over his diary for the day with a coffee
Financial Planning
March 27, 2018

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part II) 3>

Continuing on with our previous article on Money Saving Tips in 2018, we’re looking here at more ways you can improve the savings you can make on your tax bill. Gifting (Tax & Inheritance) Many…
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Financial adviser in Nottingham going over financial reports with a calculator
Financial Planning
March 20, 2018

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part I) 3>

With April 5th soon approaching, our clients in Nottingham and further afield have been asking us (their financial advisers) about how to take advantage of any potential tax reliefs or allowances. Whilst the markets and…
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Another picture of Big Ben overlooking the bridge
Taxation
March 12, 2018

10 Powerful Ways You Can Save On Tax 3>

When we give financial advice to our clients in Lincoln, tax is often an area where we heavily focus on discussions. The good news is there are many ways you can lower your tax liability,…
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A financial adviser in Nottingham prepares to write a cheque
Pensions
February 1, 2018

Considering A Pension Withdrawal? Bear These 4 Principles In Mind 3>

As an independent financial adviser in Stamford, we hear a range of ideas from clients about what they want to do with their pension withdrawals. Some popular examples include: Investing the money to produce more…
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Grandpa plays with his two grandkids
Pensions
September 11, 2017

Retirement – running out of money 3>

You’re hoping to retire in the near future but, understandingly given the historic low level of interest rates, are not attracted to annuities for your pension pot. So how can you ensure you can make…
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