The pandemic has placed pressure on families across the UK. So, it’s not surprising that more people are seeking financial advice and thinking about their long-term security. While financial advice can be incredibly useful in a crisis, an ongoing relationship with a financial planner can be just as valuable. After a year of lockdowns and […]
Are you thinking about gifting during your lifetime? Traditionally, you’d pass on wealth to family and friends through an inheritance, but many people are finding that doesn’t fit in with their plans. Instead, they’re passing on some assets now, but they do need to think about how it will affect the legacy they leave behind. […]
Money has a huge impact on our wellbeing. Whether we have “enough” is often the focus when facing money challenges, but a new report suggests that our mindset and relationship with money could have a far bigger influence on wellbeing. Past research has linked financial concerns with poor wellbeing. The latest research from Aegon notes […]
There’s often a lot of talk about the State Pension Age rising and the impact it could have on retirement plans. But, in certain circumstances, delaying your State Pension payments could pay off. The State Pension Age is currently 65, but is gradually increasing and will reach 67 by 2028. You can use the government’s […]
When you think of risks to your retirement, do you include inflation? It can have a huge impact on your income throughout retirement. Yet, it’s often overlooked when creating a retirement plan. Inflation refers to the rising cost of living. Day-to-day, it’s not something that you notice. However, over a longer timeframe, such as your […]
We are hugely excited to announce that our adviser, and director, Fotis, has recently qualified as a VouchedFor Top Rated adviser. To qualify for this fantastic award, you must ensure that all your clients are happy with the service you provide for them. The guide is being distributed by The Times, so be sure to […]
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Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.
