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…

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…

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…
  

We’ve had quite a few clients call us over recent weeks asking ‘what do we do given that Brexit is coming?’

It’s an understandable concern given that change is coming – and yet we don’t…

You may have seen the headlines around pension scams in the media over recent days.

It is a sad but true fact that scams can arise in any area of life, not just financial…

Further our last article on powers of attorney we have continued with another staple of later life planning – Wills.

Arguably knowledge that it is very important to having an up to date, valid will…

There are many situations that can arise that may prevent people from being able to manage their own finances, and these can occur at any stage of life.

The question is what happens when…

We are delighted to welcome the lovely Kate McCarthy into our team.

Kate is working alongside Tony O’Brien, with a view to taking on his role of Compliance Administrator as and when he retires (planned…

As you might imagine the majority of our clients, in keeping with the rest of the UK population, typically don’t like to waste money – and nor should they!

We therefore spend time helping our…

It’s that time of year again! Exams are coming to an end and the thoughts of many students turn toward University – Freedom, freshers week, and fun.

For parents (and students) there’s also the issue…