Latest News & Views

Pension Contributions And The 50% Return

If you’re a higher rate tax payer then making pension contributions can give you an instant 50% return on your investment. What other investment does that?!   Do you know if you qualify?    Find out how the 50% return works and what you need to do to ensure you get...

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Best ISA Option For You

When it comes to ISAs (Individual Savings Accounts) there are now 5 different types, but which is the best ISA for you?   Did you know that in some circumstances you can actually save and invest more than the current £20,000 annual ISA limit?   There are some key...

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Weekly Financial Update – 18.06.2020

Global stock markets had a bit of a wobble at the end of last week. The FTSE 100 saw a drop of nearly 4% leading some to think this was the start of the final phase of the bear market and a prolonged period of losses. This all came about because of update from the US...

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Investment Risk Just Before Retirement

Over many years it was considered appropriate to reduce your investment risk just before retirement.    After all, if you are soon to be taking money out of your pension fund, it’s logical to want to protect its current value to maximise those withdrawals.   But there...

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Weekly Financial Update – 28.05.2020

https://www.youtube.com/watch?v=buds0zLxqNk&t=2sLast week I spoke about the huge bill the UK government is facing by trying to support jobs through the pandemic. Every week we find out a little bit more. The UK’s net debt at the end of April stood at 98% of GDP....

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Weekly Financial Update – 21.05.2020

https://www.youtube.com/watch?v=FopU1WXCxnE&t=15sThe situation is becoming more difficult if you are planning to review and possibly transfer your defined benefit (final salary pension). A quarter of these pension schemes are suspending the calculation of transfer...

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Leaving Everything In Order

Investing is never 100% certain but when it comes to death, it’s 100% certain you are going to die at some point, and you can only be 100% certain now to get everything in order. Tomorrow may never come.  Without sounding too depressing we don’t know what’s around the...

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Weekly Financial Update – 14.05.2020

https://www.youtube.com/watch?v=SJQTr33VJ5Y&feature=emb_titleThe level of unemployment now in the US is truly staggering. The amount of jobs fell by 20 million during April. To put this into perspective this is the same amount of job losses that were lost in every...

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Sustainable Pension Withdrawals

When you hit retirement you are going to need sustainable pension withdrawals.   If your pension withdrawals are not sustainable it is going to mean a very difficult retirement. You may have to move home, go back to work or worst, not do the things you love and...

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Awards

It’s a privilege to serve our clients and we’re proud to be recognised for the work we do.
SME Finalist, RP Finalist, Next Generation Advisers, Money Age Award

Memberships

We go above and beyond to maintain the highest standards and professionalism.

Chartered Financial Planner, DAUK, Personal Finance Society

Supporting

We are delighted to help our designated charities in whatever ways we can.

Milton Keynes Hospital Charity