Financial Planning
Criminals are coming up with increasingly sophisticated ways to get you to hand over your money. From fake calls purporting to be from HMRC to emails claiming you’ve not made a TV licence payment, avoiding scams can be a minefield. Being vigilant is essential for protecting your wealth. Technology and internet access have made our […]
Knowing how much pocket money to give children or grandchildren can be difficult. Yet, for many, it’s an important part of growing up and their first taste of handling money. So, how much should you hand over? Whilst it’ll be a decision that depends on your financial situation and attitude to pocket money, understanding the […]
Do you intend to pass on wealth to loved ones? If you want to help children and grandchildren become more financially secure, you need to consider more than just the sum you’ll be giving them. Tax rules may mean you need to think carefully about how you do so, as well as the impact it […]
Purpose in life gives you a sense of direction and provides meaning. Having a purpose can improve your wellbeing throughout life, and it’s no different when you’re in retirement. Understanding what your purpose is can make the next chapter of your life more fulfilling. One of the key elements of financial planning is marrying together […]
Welcome to our latest update on the investment market. We take a quick look at some of the key factors that influenced the stock market in December and could continue to do so over the coming months. Once again, geopolitical tensions and sluggish economic growth continued to impact investment markets as we headed towards the […]
If you’re trying to get over the winter blues, planning your next holiday can be the perfect way to escape. Whether you’re looking for relaxation or adventure, there’s plenty to choose from. This year’s list of top ten counties to visit from Lonely Planet could be just the inspiration you need. So, without further ado, […]