We’re shortlisted in the MoneyAge Awards 2020

Fantastic news, as for the third year running, we’ve been shortlisted in the MoneyAge Awards. We’ve been shortlisted for the ‘Financial Adviser of the Year’ (Small to medium) category at the MoneyAge Awards 2020 which will be taking place this October in London. Returning for their 5th year the MoneyAge Awards celebrate the excellence, innovation…

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How to develop a clear plan for your wealth and property

Whether you have earned your wealth, inherited it or made shrewd investments, it’s important you know how to develop a clear plan for your wealth and property. You will want to ensure that as little of it as possible ends up in the hands of the taxman and that it can be enjoyed by you,…

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Building a strategy that meets your financial needs

The only constant in life is change, which is why individual financial life planning should not be a one-off exercise. Reviewing your finances regularly is essential if you want to stay on track to meet your financial goals. Making sure your finances are in the best possible shape will also make sure you stay on…

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July financial guidance factsheets

All of our July financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…

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Inflation proofing your portfolio

Inflation proofing your portfolio is extremely important as it could be one of the biggest threats to the health of your investments. The coronavirus (COVID-19) pandemic has had a dramatic effect on the global economy. Around the world, economic activity has dried up. Fewer consumers are buying and fewer companies are investing. If you take…

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How would you cope without an income?

One question worth asking is how would you cope without an income? Make sure you’re ready should the unexpected happen. Mental health conditions might not be as easy to pin down as physical conditions, but insurers are increasingly recognising the need to provide cover and support to people suffering with mental ill health. And with…

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TIPS Financial Magazine July/August 2020

Welcome to the latest issue of our TIPS financial magazine. A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways. Whether you have earned your wealth, inherited it or…

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Careful planning and successful investing

In this post we look at careful planning and successful investing and how goals-based investing could be key. If your savings goal is more than five years away, putting some of your money into investments could allow you to earn more from your money and keep up with rising prices. Your wealth should work in…

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Meeting different goals throughout your life

With increased life expectancy, the goal posts for what are considered short, medium and long term are shifting, more so for younger individuals. This is because someone in their mid-20s today might spend 40 to 45 years working and then have 20 to 30 years in retirement. So those in their 20s and 30s may…

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Steps to consider when passing wealth

We’ve put together some steps to consider when passing wealth. Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of the HM Revenue & Customs. With careful planning and professional financial advice, it is possible…

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Planning my retirement

Are you ‘mid or late career’ or planning to retire within ten years? If the answer’s ‘yes’, then you probably want to know the answers to these questions: Will I be able to retire when I want to? Will I run out of money? How can I guarantee the kind of retirement I want? A…

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June Financial Guidance Factsheets

All of our June financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…

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