Setting Financial Goals

Setting Financial Goals

Taking control of our financial life requires planning, and that starts with setting financial goals. Setting short-term, mid-term and long-term financialgoals is an important step towards becoming financially secure and independent. We all have different financial...
Pension Freedoms

Pension Freedoms

You’ve worked hard for your retirement, but before you can start enjoying it, you’ll need to decide how your pension will provide the income you need to live on. In March 2014, the then Chancellor of the Exchequer, George Osborne, announced a radical reform of the...
Eestate Preservation

Eestate Preservation

Welcome to our Guide to Estate Preservation. Effective estate planning aims to ensure that the wealth you have accumulated during your lifetime is distributed to the right people, at the right time and as tax-efficiently as possible. Preserving and enhancing your...
What is evidence based investing?

What is evidence based investing?

The financial services industry is full of people making promises they can’t keep — promises about ‘beating the market’, about picking the best stocks and market timing, and promises about guaranteed returns. As much as these offers can be tempting for those of us...
Planning for your retirement

Planning for your retirement

Welcome to our Guide to Planning For Your Retirement. When it comes to planning for retirement, the earlier you start, the more potential your money has to grow. Retirement planning is not simply about paying regularly into your pension and forgetting about it....
Smart Money Magazine – Nov/Dec 2019

Smart Money Magazine – Nov/Dec 2019

Welcome to our latest edition. Inside this issue, we look at a number of the topical financial planning stories making the news agenda. Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era...