Financial Advice

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

A middle aged couple looking at their laptop to organise their retirement planning journey
Retirement planning journey
560 315 Jess Easby

What you need to consider at every life stage during your retirement planning journey. When you’re starting out working in your 20s, you may not be thinking about retirement in…

an older couple on a boat after creating a secure retirement
Plan for a comfortable Retirement
560 315 Jess Easby

Creating a comfortable, secure retirement takes care and forethought. If you’re 10 to 15 years from retirement, you’re probably starting to think more about how you’ll spend your life after…

a lady looking out of a window thinking about pension freedoms
Pension freedoms
560 315 Jess Easby

Pension Freedoms – Looking for a wider choice of investment options? Saving for your retirement is one of the longest and biggest financial commitments you will ever make. Imagine you’re…

a child sitting with their parents who are getting a divorce
Mind the divorce gap
560 315 Jess Easby

Women see incomes fall by 33% following divorce, compared to just 18% for men. Divorce is an emotionally charged event – and can be an expensive one. The financial impact…

Man on the phone planning to achieve his retirement plans sooner
Boost Your Pension Savings
560 315 Jess Easby

Planning to achieve your retirement goals sooner Are you ‘mid or late career’ or planning to retire within ten years? If the answer’s ‘yes’, then you probably want to know…

Funding Your Child’s Future Lifestyle!
560 315 Jess Easby

Financial Planning for your child’s future lifestyle. Early preparation in life is key to becoming financially independent. As the coronavirus (COVID-19) pandemic continues into a second year, we’re learning more…

young couple feeling the emotional strain of not receiving financial advice
Time To Look At The ‘Big Picture’?
560 315 Jess Easby

Discovering the emotional benefits of financial advice! No two individuals share the same goals or ambitions. Each person is unique, with their own needs, targets and budgets. So when it…

man at laptop trying to carry out a pension scam
Beat the Scammers
560 315 Jess Easby

Beat the pension scammers, don’t become a victim of illegal pension activities. Your pension is one of your most valuable assets, and for many it offers financial security throughout retirement…

Older man enjoying skiing in a bright orange jacket after not exceeding his lifetime allowance
Take it to the Max
560 315 Jess Easby

Feel confident about your retirement! If you’ve been diligently saving into a pension throughout your working life, you should be entitled to feel confident about your retirement. But, unfortunately, the…

Retirement Options
560 315 Jess Easby

What can you do with your pension pot? When the time comes to access your pension, you’ll need to choose which method you use to do so, with options including: buying…

Six Principles of Investing
560 315 Jess Easby

Putting aside money for your future and getting it to work for you! Whatever stage of life you’ve reached and whatever plans you may have for the future, you want…

Generation Xers Chronically Under-Saving
560 315 Jess Easby

57% face financial difficulty in retirement years. According to The International Longevity Centre UK (ILCUK) report, a substantial proportion of Generation Xers (those born between 1965 and 1980) in the…

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