All Entries by Stuart

Stock Market Turbulence

A Guide to Stock Market Turbulence

Don’t let global uncertainties affect your financial planning for the years ahead The overall direction of developed stock markets is a relentless and continual rise in value over the very…. Read More »

Income protection

A Guide to Income Protection

Financial resilience and peace of mind for individuals and households If you were one of the million people in the UK each year that find themselves unable to work due…. Read More »

Lifestyle planning

A Guide to Lifestyle Planning

Helping you create the life you want Welcome to our Guide to Lifestyle Planning. Making provision for a secure future, be it for yourself, your family or your business, is…. Read More »

Tips to minimise the tax you pay

Tips to minimise the tax you pay

Have you utilised all your year-end tax planning deadline opportunities? As we near the 2017/18 tax year end on 5 April, if appropriate to your particular situation, we’ve provided some…. Read More »

Wealth preservation

Wealth preservation

Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue & Customs (HMRC) can become the single largest beneficiary of your estate following your…. Read More »

Financial freedom

Financial freedom

Creating and maintaining the right investment strategy Our life is an endless series of daily choices, and how we manage those choices determines the outcome of our life. We all…. Read More »

New lease of life

New lease of life

Pensioners embracing the benefits of retirement and new-found time As with any new life stage, planning often helps a smooth transition from the old to the new. Preparing properly for…. Read More »

Market matters

Market matters

Don’t let current global uncertainties affect your financial planning It’s important not to let current global uncertainties affect your financial planning for the years ahead. People who stop their investment…. Read More »

Why being over 40 is the new mid-20s

Why being over 40 is the new mid-20s

Healthier lifestyles and feeling happier about financial planning for retirement An increasing number of middle-aged Britons are getting healthier as they exercise more and eat better than they did when…. Read More »

Beware of the scammers

Beware of the scammers

Fraudsters employ increasingly advanced psychological tactics to persuade victims to invest An estimated £1.2bn is lost to investment scams each year, with share sales, wine investments, land banking and carbon…. Read More »

Financial Fitness

Financial Fitness

Time to track and celebrate your wealth goals? With the Christmas festivities now a distant memory, money matters are firmly on people’s minds this year according to recent research[1]. A…. Read More »

Steps you could take to increase your eventual income

How to make the most of your retirement

Steps you could take to increase your eventual income Even if retirement isn’t far away, there are steps you could take to increase your eventual retirement income. This applies both…. Read More »

Crypto currencies -Don’t believe the hype

Crypto currencies

Don’t believe the hype Digital or crypto currencies such as Bitcoin, Ethereum and Ripple have been causing a financial frenzy over the past months. Bitcoin is the oldest and most…. Read More »

Life Events

Life Events

What will influence your retirement income needs? Retirement is a time for you to do the things you’ve always wanted. When considering your retirement income needs, you need to consider…. Read More »

Avoiding hidden dangers in retirement

Avoiding hidden dangers in retirement

Make sure you don’t run out of money or face a reduced standard of living Increasingly, more and more pensioners are keeping much of their pension invested after they retire….. Read More »