Latest News & Views

Weekly Financial Update – 03.12.2020

https://www.youtube.com/watch?v=ZUz7EHiFlrs&t=48s Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or...

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Weekly Financial Update – 26.11.2020

https://www.youtube.com/watch?v=Rkms8GG1Djg Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee....

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Finding A Lost Pension

Could you possibly have a lost pension lurking somewhere in the financial wilderness?    Research from the Pensions Policy Institute has estimated that there could be as many as 1.6 million lost pension pots, with a potential combined value of £19.4 billion.   This...

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Cashing In Your Pension

Do you have a current or old private pension and have you wondered when you could be cashing in your pension?  Most people will naturally consider taking their workplace pension at the point they retire from work. But a private pension is a bit different. It’s a...

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Weekly Financial Update – 19.11.2020

https://www.youtube.com/watch?v=LrRIhZ9U2pE Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee....

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The Right Time To Plan For Inheritance Tax

With it potentially being one of the largest tax bills your family will ever pay, you definitely need a plan for Inheritance Tax. Inheritance Tax is paid on your death if the value of your estate is more than the various allowances you are entitled to. Your family...

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Weekly Financial Update – 12.11.2020

https://www.youtube.com/watch?v=KSmeLl3qskM Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee....

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Fractional Ownership

Fractional ownership is a way of building an investment portfolio. But not just your bog standard investment into equities on the stock market. No, this could be a portfolio of property, fast cars, art and even aircraft.   It’s a potential way of making money from...

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Weekly Financial Update – 05.11.2020

https://www.youtube.com/watch?v=YdYwMdZidnQRisk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee. Past...

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10 Perks of Being Retired

There are many perks of being retired, especially financial ones.    So don’t let retirement stop you having fun and living your best life.   Here are some great freebies and discounts for those who hit a certain age.   The financial perks of being retired   ...

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Weekly Financial Update – 29.10.2020

So, it’s been a nasty week in terms of stock market performance particularly in the UK and Europe as we have seen some of the biggest falls since March.        Covid-19 has continued to spread, and case numbers are increasing. This has resulted in the markets...

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Negative Interest Rates

It’s been widely reported that negative interest rates could soon be coming as the Bank of England look for more ways to boost the UK economy.    How likely are negative interest rates? What is the impact? And what should you be doing right now to prepare?   This...

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Has Covid Changed Retirement?

I read an article from another Financial Adviser recently about how Covid changed retirement for his client Mike.   Mike was an operator in a car factory and along with his wife, they had planned their retirement around their final salary and State Pension Ages.   The...

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