Resources

Resources

environmental investments

Environmental Investments – Are they right for you?

You cannot turn on the news these days without reading articles about climate change and taking a more responsible approach to looking after the environment. Whilst you may well be ready to fully endorse this attitude, what can you do to support this global focus? Investment houses are also recognising this, and many of them

Read More »
diverse portfolio

A Truly Diverse Portfolio – What it means for you

Do you have a truly diverse portfolio? What does that even mean? And why is it important? Let’s look at this topic in more detail… A diverse portfolio is about having your money in various places, rather than just invested in one area. Pensions, investments and so on. Within each investment area, you need to

Read More »
pension ready to retire

Your Pension – When you are ready to retire

What should you do with your pension when you are ready to retire? You may not need to do anything, but let’s explore the options… Firstly, you need to know what you want for this new stage in your life. By that, we mean do you want to truly retire and not work at all?

Read More »
variable rate mortgage

What is a variable rate mortgage?

A variable rate mortgage tends to be most lenders’ “standard product”. As the name suggests the rate varies during the term of the mortgage. The rate is usually calculated based on the Bank of England base rate plus a percentage. So if the base rate is 1.25% the lender may add an additional 3% giving

Read More »
Pensions considerations for business owners

Pensions Considerations for Business Owners

We are often asked what pension considerations business owners should take. This largely depends on available funds and the set up of the business, but we are going to share some general thoughts to help. Firstly, it is very important that you have set up some form of funding to provide you with enough money

Read More »
what is an annuity?

What is an annuity?

What is an annuity and do I need one? That’s something clients often ask us. So, let’s start with what it is… In summary, an annuity is an income plan in exchange for a lump sum of money. Typically, annuities are associated with pensions, and used to be the only way you could access your

Read More »
environmental investments

Environmental Investments – Are they right for you?

You cannot turn on the news these days without reading articles about climate change and taking a more responsible approach to looking after the environment. Whilst you may well be ready to fully endorse this attitude, what can you do to support this global focus? Investment houses are also recognising this, and many of them

Read More »
diverse portfolio

A Truly Diverse Portfolio – What it means for you

Do you have a truly diverse portfolio? What does that even mean? And why is it important? Let’s look at this topic in more detail… A diverse portfolio is about having your money in various places, rather than just invested in one area. Pensions, investments and so on. Within each investment area, you need to

Read More »
pension ready to retire

Your Pension – When you are ready to retire

What should you do with your pension when you are ready to retire? You may not need to do anything, but let’s explore the options… Firstly, you need to know what you want for this new stage in your life. By that, we mean do you want to truly retire and not work at all?

Read More »
variable rate mortgage

What is a variable rate mortgage?

A variable rate mortgage tends to be most lenders’ “standard product”. As the name suggests the rate varies during the term of the mortgage. The rate is usually calculated based on the Bank of England base rate plus a percentage. So if the base rate is 1.25% the lender may add an additional 3% giving

Read More »
Pensions considerations for business owners

Pensions Considerations for Business Owners

We are often asked what pension considerations business owners should take. This largely depends on available funds and the set up of the business, but we are going to share some general thoughts to help. Firstly, it is very important that you have set up some form of funding to provide you with enough money

Read More »
what is an annuity?

What is an annuity?

What is an annuity and do I need one? That’s something clients often ask us. So, let’s start with what it is… In summary, an annuity is an income plan in exchange for a lump sum of money. Typically, annuities are associated with pensions, and used to be the only way you could access your

Read More »

If you would like to learn more about how we can help you, give us a call on 01344 875 310 and let’s arrange a chat.

need-help-with-estate-planning
need-help-with-estate-planning

Need help with updating your Will, or setting up a Trust or Lasting Power of Attorney?

Maybe you need some support with handling probate? Or you have a loved one faced with long term care?

We can help.

need-help-with-life-planning
need-help-with-life-planning

Instead of building dreams, we want you to build memories. We’ll help you to turn your dreams into reality.

Create that bucket list, and let’s talk about how you can start ticking off your list…