When you access your pension for the first time, will you still be working? Just a few years ago, it would have been a rare occurrence, but now half of people flexibly accessing their pension are still employed. Whilst it does have advantages, it could mean spending too much too soon. So, why is this […]
Changes to how savings are taxed means ISAs (Individual Savings Accounts) may not be as attractive as they once were. However, there are still plenty of reasons why ISAs should be part of your financial plan. ISAs were first introduced 20 years ago in a bid to encourage more people to save. An ISA is […]
When you think of financial risk, it’s probably potential investment losses that come to mind. But not taking enough risk with your wealth can be just as damaging financially. News that UBS, the world’s largest wealth manager, will introduce a penalty for clients that hold a large portion of their assets in cash accounts gives […]
Financial protection probably isn’t something you often think about, but it should be part of your financial plan. What would happen if your income were to unexpectedly stop for a period of six months for example? Many people dismiss financial protection as something that isn’t suitable for their situation. However, if losing your main source […]
Property is increasingly being seen as an asset that’s vital for funding retirement. It’s no surprise, after all, our homes are often one of the largest assets we have, but what are your options and the drawbacks of doing this? The value of property has grown enormously over the last few decades. If you’re approaching […]
When you’re investing your money through a fund, there are two main strategies: passive and active. The debate around which is the most effective way to invest your money has been raging for years. So, which should you opt for? As with all investment decisions, it will depend on your goals and personal attitude to […]
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Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.
