News and Articles

A Quick, Easy Guide to Investing in Fixed Interest Securities (“Bonds”)

By | Investments | No Comments
As Independent Financial Advisers (IFAs) in Lincoln, we have seen hundreds of client portfolios in our time. For the vast majority of them, bonds have been an important part of their investment mix. In this…

Jargon Busting: An Easy Guide to Protection Planning

By | Financial Planning | No Comments
Protection planning is all about protecting and preserving your wealth, for the benefit of you and your loved ones. Many different life events or unfortunate circumstances can have a negative impact on your finances in…
Financial Advice in Lincoln - a guide to life assurance

How to Help Your Grandchildren’s Financial Future: 4 Tips From an Independent Financial Adviser (IFA)

By | Savings | No Comments
If you are a grandparent, it is possible you might be in a better position to provide financial help, guidance and teaching for your grandchildren than their parents can. If you’re wondering how best to…
independent financial advisor in Lincoln discusses savings

How To Re-balance An Investment Portfolio

By | Investments | No Comments
“Set it and forget it” often does not work when it comes to investing. As established Chartered IFAs in Lincoln, we know all too well that, inevitably, you need to regularly visit your investments and…
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