Retirement Planning Posts

Valentine’s Day | Matching with a Financial Adviser

Valentine’s Day is coming up quickly and love is in the air – but you may be searching for your perfect match in lots of areas of your life. For example, finding your perfect financial adviser can take almost as much searching as finding a Valentine. With lots of questions to ask and a great […]

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Financial New Year’s Resolutions

“New Year, New You,” mantras have many starting new initiatives to shed bad habits and your finances can be the perfect place to start. It’s not only important to develop a few financial goals for the upcoming year, but to also find new ways to stick to them. Participate in no spend challenges A no […]

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Frequently Asked Questions: Retirement

The pandemic forced many of us to revaluate our priorities – however, planning for retirement is something that remains important no matter what. As people have emerged from lockdown with changes to their employment, financial and health circumstances, it’s important to get your retirement questions answered by an expert.   I want to retire soon. Where […]

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Get more from financial advice: 11 questions to ask

What to ask your financial advisor generally isn’t something learnt in school – it’s learnt through experience. However, you’ll want to ensure that when you do seek financial advice, you’re getting the most from it.

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June Market Update

The latest media obsession is the return of inflation in the US. Here in the UK, inflation has just breached the Bank of England’s target for the first time in two years.

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End of life plans: Breaking the ice

The past 18 months have shown us that we can’t afford to take things for granted.

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How to Grow a Contingency Fund

In life, it is always best to expect the unexpected, even though it is sometimes an uncomfortable thing to have to do.

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Coping with Financial Stress

Most people are likely to encounter some form of financial stress in their lifetime. The causes of financial stress, as well as the effects, fill a broad spectrum.

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5 Things to Consider Before Becoming Self-Employed

The gig economy is on the rise*, meaning more and more people are choosing to become self-employed, whether for the flexibility or out of necessity as traditional job roles dwindle and morph.

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A Short Guide to ISAs

Whether you’re getting a foot on the property ladder, or saving for retirement, ISAs or ‘Individual Savings Accounts’ can be a tax-efficient way of setting aside money for the future. As it stands in 2020, you are currently allowed to place up to £20,000 across different ISAs each tax year.

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