Blog Posts

Why a job title matters in the world of Financial Planning

When I look back to June 1995, when I started working as a Financial Adviser for a national independent financial advice firm, I now realise that what I did then and what I do now are completely different jobs.

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5 Romantic Ideas for Valentine’s Day in Hertfordshire

  Paris may be the City of Love, but you don’t have to leave Hertfordshire for a truly romantic 14th of February. We’ve come up with some brilliant options right here for anyone looking to spice up Valentine’s Day – after all, it’s not called Herts for nothing.

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The Value of Cash Flow Modelling in Wealth Management

First things first, what actually is a cash flow model? Well, a cash flow model is a detailed picture of a clients’ assets, investments, debts, income and expenditure, which are projected forward, year by year, using assumed rates of growth, income, inflation, wage rises and interest rates.

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4 Financial New Year’s Resolutions

It’s a brand-new year, and it’s traditional to make resolutions. After the Christmas break many of us find our bank balances suffering slightly due to shopping as well as eating and drinking. Financial resolutions can help to structure spending and help plan the year – or possibly even further ahead, effectively.

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Festive Fun in Hertfordshire

Hertfordshire has so many opportunities for festive fun this year, so we put together a list of some of our top picks. Enjoy!

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10 Tips for Saving at Christmas

Christmas – the most wonderful time of the year! However, it can also be the most expensive time of the year, between eating out, buying presents and travelling to see family. We’ve put together ten little tips to help make the money go further this festive season.

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How to Trace a Lost Workplace or Personal Pension

The most important part of planning for retirement is knowing how much money you will have available. Travel, healthcare, day to day living – these all depend on what you have saved and will have coming in from any pensions you may have.

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What Does Being a Trustee Mean? 

 Perhaps you have been asked to be a trustee or maybe you are considering setting up a trust yourself – in either case, there are a few things you should know before deciding. We have put together a handy guide to cover the basics. 

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An Introduction to Employee Benefits

Simply put, employment benefits are additional forms of compensation offered by employers on top of a normal salary. These become more and more important as companies compete globally for the best talent, making these benefits essential to most organisations’ reward strategy.

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