The Insurance Series: Why do you need insurance?

This month kicks off our three-month Insurance Series where we explore certain types of long-term insurance policies.

The Pension Series: Lifetime allowance pension advice

In the first blog in our Pension Series we would like to cover something that has become an important topic of conversation recently: the pension lifetime allowance.

The Planning Series: There’s time to get the most out of this year’s tax allowances

With only a couple of months to go in this financial year, it’s a good time to take action to maximise your tax allowances for the year.

Why Brexit shouldn’t stop you from making life financial decisions

It’s a new year, the beginning of another decade – a fresh start. Christmas is over, the turkey long since devoured, the presents opened and perhaps already forgotten about.

Save or invest: what should you choose?

Do media stories about interest rates and market volatility put you off from thinking about money other than to make sure you can make ends meet?

Pensions: what they are, why you need one and what’s available

We recently talked about pensions for the self-employed, the difficulties associated with setting money aside for sole traders and how the government is trying to help change this.

Mortgages: knowing which one is right for you

Are you thinking of buying a new home or re-mortgaging? Are you bamboozled by the number and type of mortgages that are available and can’t figure out where to start?

How can an independent financial advisor help you?

At the beginning of the year we talked about a new year’s resolution we hear a lot about: getting your finances in order.

How to get the most out of your investments

Attitude to risk: What it means and what you need to know

Any conversation with an independent financial adviser about investments or pensions will bring up the ‘attitude to risk’ question.

Build the right benefits package to attract and retain the best staff

The UK’s official unemployment rate is at the lowest it has been in over forty years, according to the Office of National Statistics.

Can the ban on pension cold calls work?

After two years in the making a ban on cold calls regarding pensions came into force in January of this year.