Impact Investing Without Sacrificing

Impact investing without sacrificing returns or profits. For those looking to make the world a better place, but not wanting to sacrifice returns or profits, impact investing aims to support a positive social or environmental impact as well as looking to achieve compelling financial returns at the heart of sustainable investing. The term ‘impact investing’…

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Workers Extend Their Careers

Workers extend their careers for a multitude of reasons, meaning later retirement. When do you plan to retire? Saving for your retirement is a lifelong undertaking – and if you want to enjoy a comfortable retirement, you can’t stand planning soon enough. The more you contribute to a pension now, the better chance you’ll have…

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Guide to Asset Allocation

Understanding investment risk and determining what level of risk you feel comfortable with before you invest is an important part of the investment decision process. Your potential returns available from different kinds of investment, and the risks involved, change over time as a result of economic, political and regulatory developments, as well as a host…

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Cash may not be King

Pension savers risk a significant tax bill. For most people over the age of 55, it is now possible to cash in or unlock all of your pension. How you take these benefits will depend on the type of scheme you have and how you want to take benefits. But concerns have been raised that…

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Seize The Day

Exactly how much you’ll need for a comfortable retirement will depend largely on your cost of living and lifestyle choices. For many people, retirement is about sun-soaked holidays, leisurely rounds of golf and that boat they’ve always coveted. But retirement is not what it used to be, with more of us working longer to build…

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New Sep/Oct TIPS Magazine out now

Our latest version of the TIPS magazine is now out and available to download on our website. The September/October issue covers the latest financial news and topics designed to keep you up to date and help you plan any changes in your life and financial circumstances. For most people over the age of 55, it…

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Ethical Saving and Investing

Ethical saving and investing can help make the world a better place. Whether it’s termed ethical, responsible or sustainable investing, the aim is generally the same. It’s investing your money in businesses which have some intention of making the world a better place. In the past, ethical investing was the only option if you wanted…

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Understanding Investment Risk

Making informed decisions to improve your chances of achieving your financial goals. Your investment time frame will determine your risk profile to some extent, as this has a direct bearing on your capacity to take risk. Risk capacity is also influenced by factors such as your age, wealth, and the goals you are saving and…

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Protect your wealth from market ups and downs

Investment objectives – a lifelong process and we look at how you can protect your wealth from market ups and downs. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least 6 months – and you want to see your money grow over the…

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Shortlisted for MoneyAge Awards 2018

We’re delighted to announce that we’ve been shortlisted in the MoneyAge Awards 2018 for the ‘Financial Adviser of the Year’ (medium to large) category. Now in its third exciting year, the MoneyAge Awards celebrate excellence, professionalism and innovation in the hugely competitive, but critically important financial space. They look to honour those who have proved…

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When I’m Gone

How a simple list can help your loved ones after your death. Although it may not feel like it, your family finances are probably more precious than you think. It’s all well and good when the breadwinners are healthy and working, but if something unfortunate were to happen, the outlook for those around you could…

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Protect yourself from scams

Don’t let a lifetime’s savings and investments be lost in moments by using this guide to protecting yourself from scams. Fraudsters are getting more deceitful and even more successful. Pension and investment scams are on the increase in the UK. Everyday fraudsters are using sophisticated ways to part savers from their money, and the internet…

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