Government plans to help the self-employed better save for retirement

Saving for retirement may be on most people’s minds, but not everyone is able to put away much, let alone enough, for when the time to retire comes.

Brexit: what final preparations you can and should be making

Our team of independent financial advisors has been watching developments with interest and keeping up to date with the latest news to put together a useful guide to what you can and should be doing now, before the March 29th exit date.

Tax year end is looming, time to make the most of your allowances

What to look for in an independent financial advisor

With each new year comes at least one resolution to do something different, to kick-start a new system, or to put into place a new, good habit.

Final Salary Pension Transfers

Given the choice of £1.5 million now or £44,000 for life, what would you choose?

Buy-to-Let investors to face new restrictions on their ability to borrow

Buy-to-Let investors face the prospect of new curbs on their ability to borrow.

Autumn Statement 2016

The UK has experienced plenty of political upheaval this year with the EU referendum followed by a change of leadership.

What does it mean to be a Chartered Financial Adviser

The title Chartered Financial Planner is the most widely accepted “gold standard” qualification available for professional financial planners/ financial advisers in the United Kingdom.

Questions you should ask a financial adviser

Don’t feel embarrassed. You’re potentially going to be transacting a lot of money via this person, so you have every right to ask questions and make sure you’re confident in your decision.

End of Tax Year Planning

We are approaching the end of the tax year so now is the time to start considering what you need to do.

An end to compulsory annuities…

Contrary to the headline that many of the news agencies have been running with annuities have not been compulsory since 1995.

Pension rule changes

As we approach the end of the tax year and the impending changes to pension rules on April 5th, one of our advisers Tom Dean, talks us through the important points.