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....
Income protection insurance

Income protection insurance

Have you ever considered what would happen to you or your loved ones if you couldn’t work due to a longterm illness or injury which results in a loss of earnings? It’s important to be able to keep your finances healthy as you recover. No one likes to think that...