News
Fresh perspective. Committed approach.
Millions had low financial resilience before the pandemic
The FCA’s recently published ‘Financial Lives survey’, conducted in February 2020, with a follow-up ‘COVID panel survey’ conducted in October 2020, revealed that 20% (10.7 million) of UK adults had low financial resilience even before the pandemic struck8 . Adults described as having low financial resilience are often over-indebted, with little capacity to withstand financial […]
Women must work for 40 more years to close gender pension gap
An insightful report* makes it clear just how large the gender pension gap has become. A typical woman in her twenties, it reveals, would have to work an average of 40 years longer than a man to build up the same pension at retirement, with women currently averaging a £100k savings deficit compared to men […]
Investment scams move up a gear
If an investment looks too good to be true, it probably is! The number of fraudsters using the details of legitimate firms to rope unsuspecting consumers into investment scams increased by 29% in the year to September 2020. The methods employed by investment scammers have become increasingly sophisticated, with the Financial Conduct Authority (FCA) issuing […]
First-time investors dip a toe
What’s next for investments and wealth management? With interest rates plummeting to record lows and rumours of negative rates on the horizon, many savers are shying away from traditional savings accounts and trying their hand at investing, though it remains important to hold enough for emergencies in accessible, risk-free form. While the pandemic has caused […]
Remortgaging doesn’t end with your new mortgage
Remortgaging doesn’t end with your new mortgage We all understand the potential benefits of remortgaging. Whether that’s to release extra funds for home improvements, or simply to benefit from a better value rate at the end of a fixed term. However, now you have remortgaged, do you know how you would pay your new mortgage […]
Why it can pay to seek financial advice
Paying someone to help with your money can feel counterintuitive, but expert advice can add real value to your financial future. – particularly at times in your life when circumstances change. Here are some of the reasons why financial advice can be worth it. Your money could grow faster It’s all too easy to […]
1
2
3
4
5
Start your journey to a better financial future
You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax, wills and tax efficient investments. The first meeting is at our expense and without any obligation
You can contact us via telephone, email, or use the contact form below: