Missing financial protection triggers could leave you vulnerable to shocks. Find out why here
The decision to take out financial protection is often triggered by significant life milestones. However, research suggests that the cost of living crisis and changing lifestyles mean many families are overlooking the importance of a financial safety net. Financial protection can provide you with money when you need it most. When it would pay out […]
10 financial tasks to complete this year to head into 2025 feeling confident
The end of the year is fast approaching, and while your mind might be on celebrating the festive period, it’s the perfect opportunity to tick off some financial tasks you might be putting off. Spending some time going through your finances and thinking about what you want to achieve next year could help you step […]
Reflecting on an Inspiring Evening of Networking and Wisdom!
We had the pleasure of hosting a remarkable client event that brought together some incredible individuals for a night of networking and discussion. A highlight of the evening was the insightful talk by our guest speaker, Dr Denise Taylor, who captivated us with her words on Legacy and Embracing the Next Chapter. She led the […]
Rewire, Don’t Retire: Changing the Narrative on Retirement
Picture this – you’re thinking of retiring. You’ve reached the magical age of 65. It is now time to retire from the hustle and bustle of the last 30+ years of work, and transition from being a lifelong contributor to the labour force, to a life of freedom, choice, and perhaps sporadic income payments. Financially, […]
5 inaccurate expert predictions that prove why you shouldn’t try to time the market
When you look at investment performance with the benefit of hindsight, you may think you could predict how markets will move. Yet, markets are unpredictable and expert forecasts prove how difficult timing the market is. Every investor has heard the advice “buy low, sell high”. So, it can be tempting to try and guess how […]
Explained: How pension tax relief works and boosts your retirement savings
Tax relief could boost your pension and mean you have more financial freedom in retirement. Yet it’s something that you may overlook when reviewing your pension, as analysis suggests that some workers aren’t claiming their full entitlement. In fact, according to a report in the Telegraph, higher- and additional-rate taxpayers could have missed out on as much […]
5 practical things to check as part of a financial midlife MOT
Rishi Sunak is reportedly drawing up plans to provide a “midlife MOT” to assess the financial health of workers and retirees. Taking stock of your finances in your 40s and 50s could lead to greater financial freedom in the future. Read on to discover five initial steps you can take to review your wealth. Sunak’s […]