Okay so I doubt ‘financial advice’ will make it onto many letters to Santa but as there is no doubt that the ‘most wonderful time of the year’ can also be one of the most expensive for families as well this got us thinking… What advice can we give at Christmas time to make sure …

We are delighted to announce that Eldon has just been awarded the highly sought after accolade of UK “Chartered Financial Planning Firm of the Year” by our professional body, The Personal Finance Society (PFS). In addition, Director Gemma Siddle reached the final three in the individual UK “Chartered Financial Planner of the Year” category for …

We are delighted to see Gemma once again in the Citywire Top 35 Next Generation Advisers 2018 list! The list, compiled by the New Model Adviser publication, showcases the top 35 young advisers of 2018 (age 35 or under). The publication analyses a variety of aspects including qualifications, abilities, responsibilities, influence within the business and …

Tuesday the 6th of November marked the day when both men and women in the UK began to qualify for their state pensions at the same age as men – 65. This follows a near quarter of a century process that has seen women’s State Pension age increase from the age of 60. But how …

Chancellor Philip Hammond’s Budget yesterday was the final budget before the UK leaves the European Union, when we will enter a new chapter in our country’s economic history. The alterations to the income tax bands have been brought forward by a year. From April 2019, the Personal Allowance will be £12,500 and the higher rate …

We are delighted to once again be listed in the New Model Adviser Top 100 list! The list, compiled by the New Model Adviser publication, aims to showcase the best of the professional financial planning community. The list highlights companies that show ‘new model’ attributes including forward-thinking management, a growing business with sustainability and succession …

In light of market movements over recent days it seems almost inevitable that we revisit the subject of investment volatility at this time. We’ve certainly seen some significant falls in markets over the last couple of weeks, blamed on several factors, including the impact of a US-China trade war, a spike in US bond yields …

As financial planners, we do consider our own savings and financial circumstances, as well as those of our clients. One particular area that keeps coming up is that “millennials” (those born between 1981 and 1996) will be the generation with a larger savings burden when it comes to their retirement than any previous generation. This …

One of the most frequent, and important, questions clients approaching retirement ask is ‘how long does my pension need to last?’ In essence you are asking how long you are expected to live and, in the absence of a crystal ball this is impossible to predict. What is certain however is that people are living …

During our lifetimes, many of us have aspirations and goals. Inevitably, most of these goals come with a cost. Common goals are: Buying a first car, then keeping a car on the road Getting onto the housing ladder, and potentially upgrading our homes over time Sending our children to college or university Travelling the world …