Financial Advice

Keeping you up to date with investment market insights and financial planning top tips

World Environment Day
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World Environment Day was created in 1972 by the UN General Assembly and is held annually on 5 June. The day encourages millions of people across the world to help protect…

What is ESG investing
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In this video we take into consideration the social and governance side of ESG investing. We explore people and relationships, human rights, labour standards, employee engagement and gender and diversity.…

Environmental, Social & Governance
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Over the past few decades, there has been a growing interest and awareness in investing in companies that take into account environmental, social and governance (ESG) factors. This type of…

Approaching retirement
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7 questions to ask as your retirement approaches How can I locate all of my pensions? What is the value of my pension? When can I take my pension? How…

Financial planning for retirement
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Director of Financial Planning, Ben Clapham, discusses how he helped to enhance someone’s life by helping them with their retirement planning. Get in touch to find out more about our…

Why should someone invest in a retirement plan?
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Pensions may not be the most exciting thing to think about, but they are an essential part of planning for your long-term future. In fact, your pension has the potential…

Passing down wealth
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4 considerations when passing down wealth to your family Age If you are younger, there may be more time to accumulate assets. If older, you could transfer wealth sooner to…

Trust fund
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A trust is a way to place assets in the hands of a trusted third party to hold for the benefit of others. You can establish a trust during your…

Give while you live
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What will your financial legacy look like? April 2023 brought a host of changes to the UK’s tax regime, with some thresholds for taxes such as additional rate Income Tax…

Pension pot options
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What can I do with my pension pot? Leave it untouched for now and take the money later Receive a guaranteed income (annuity) Receive an adjustable income (flexi-access drawdown) Take…

Flexi-access drawdown
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Financial Adviser, Andy King, discusses flexi-access drawdown. Flexi-access drawdown is one of the pension fund options at retirement and can also be referred to as flexible retirement income, or flexible…

What can I do with my pension pot
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Grow and protect your pension, both now and in the future. For most, retirement will be funded in the main by a pension. It is therefore vital you have a…

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