Financial Advice

Our financial advice hub is here to keep you up to date with investment market insights and financial planning top tips

Pension options video
150 150 Jess Easby

We outline the different options that are available at retirement including annuities, pension drawdown, uncrystallised funds pension lump sum and a mix and match approach.

a couple happy at their options at retirement
Pension options at retirement
560 315 Jess Easby

What can I do with my pension? Deciding how you want to start taking money. Due to the changes introduced by the government in April 2015, when you reach the…

Sustainable Development Goals
560 315 Jess Easby

The 2030 Agenda for Sustainable Development, adopted by all United Nations Member States in 2015, provides a shared blueprint for peace and prosperity for people and the planet, now and…

Sustainable Development Goals Video
150 150 Jess Easby

We discuss The United Nations 17 Sustainable Development Goals and how we align our investment portfolios to one or more of these, whilst breaking these down into environmental issues, social…

Want to know more about socially responsible investing?
560 315 Jess Easby

Learn how each of our funds ties in with the United Nations sustainable development goals to reassure you Socially Responsible Investing(SRI)is an investment strategy which seeks to consider both financial…

How parents pass on wealth
560 315 Jess Easby

How parents pass on wealth Leaving it in a Will 88% Bank transfer/cash 67% Consulting Financial Adviser 57% Writing wealth into trust 56% Putting money into investment 53% Putting money…

Family focused financial advice
150 150 Jess Easby

Often when making financial plans, it can feel like a very individual decision. What you’re actually doing is planning for yours and your family’s future. All families are different. And…

Protecting family wealth
560 315 Jess Easby

What will your legacy look like? Estate planning is about putting your affairs in order, to help make the lives of your loved ones easier. It can help to protect…

Implications of not making a Will
560 315 Jess Easby

There are many implications of dying without making a Will.

Rules of Intestacy
150 150 Jess Easby

Our Estate Planning Specialist, Michelle Barker, discusses intestacy and the rules around intestacy including: What happens if you die without a Will Intestacy rules Examples of cases to show how…

Leaving your legacy behind
560 315 Jess Easby

Considerations when making a Will Thinking about death isn’t easy. Talking about it is even harder. The reality of our own mortality is a tough subject, but a discussion will…

National Insurance Contributions
560 315 Jess Easby

Class 1 Employees (Primary) 2021/22 Earnings p.w. Employee 06.04.2022 – 05.07.2022 Earnings p.w. Employee Below £184 Nil Below £190 Nil £184 – £967 12% £190 – £967 13.25% Over £967…

Stay up to date - subscribe to this Financial Advice hub

Read our privacy policy for more info.