Happy young couple taking financial advice at home
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 comes to managing your money, building wealth, securing your future and, above all else, drawing up an effective plan for fulfilling your investment objectives, professional financial advice should be tailored to your unique specific needs. Continue reading “Time to look at the ‘big picture’?”
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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 UK face financial difficulty in retirement, with one in three expected to face significant disadvantages.. Continue reading “Generation Xers chronically under-saving”
Multi-generation family having fun together outdoors
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 and more about its financial impact. While many individuals and families are struggling up and down the country, there is a particular strain placed on the parents of adult children. Continue reading “Funding your child’s future lifestyle!”
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Be better off in retirement
Imagine you’re retiring today. Have you thought about how you’re going to financially support yourself, and potentially your family too, with your current pension savings? The run up to your retirement may feel overwhelming, but this is an important time for you and your savings. Continue reading “The Golden Years?”
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How much annual income will you receive from your pension and savings?
Retirement will probably be one of the biggest events you ever go through in your life, so it’s not something you’ll leave to chance. But knowing how much you’ll need, and how to get there, isn’t always easy. Continue reading “Post-work income”
Senior couple holding hands walking on beautiful foggy beach at sunrise, Sun and clouds reflected on the beach. Daytona Beach, Florida, USA.
How much pension income will you need for a comfortable retirement?
The purpose of a pension is to provide an income for you to live the life you want once you have retired. But, due to longer life expectancies, less generous schemes and lack of understanding around saving, a common problem is that some people don’t retire with enough to last them. Continue reading “Live the life you want”
How much will it cost to enjoy life in later years?
Long-term care covers everything from residential and nursing homes to home care. It is provided by a range of different organisations, including local authorities, the NHS and private and voluntary organisations. But choosing the right care setting for ourselves or a relative is not something which many of us have experience of. Continue reading “Funding long-term care”
Are you giving yourself the best chance of success?
Before you start, defining any goals you may have will help you plan, budget and choose the right investments. Your goals might be around enhancing your current lifestyle, planning for your family or your own retirement. Continue reading “Goals-based investing”
Life events that professional financial advice can help you navigate
In the current climate, we understand that you may be feeling worried about your work, your finances and what the future holds. Continue reading “Advice matters”
Financial support to younger members as a direct result of the pandemic
The coronavirus (COVID-19) pandemic has led to more people supporting younger family members financially. New research shows that 5.5 million older family members expect to provide additional financial support to younger members as a direct result of the pandemic. Continue reading “Generation COVID-19”