We are delighted to welcome independent financial adviser, Matthew Fitt to the Truly Independent team. We now have over 70 advisers located throughout the UK and are on target to hit our goal of 100 advisers. Matthew is an Independent Financial Adviser in Exeter. He provides personalised independent financial advice to help you achieve your…
Read more
Pandemic forces people to reassess their finances. The COVID-19 pandemic has affected every part of our lives and continues to have a widespread impact across all aspects of financial life, including retirement plans. Life in lockdown prompted many people to adjust their priorities, for example, to move nearer to family, take staggered retirement or retire…
Read more
Fear, worry and stress are normal responses to perceived or real threats, and at times when we are faced with uncertainty or the unknown. So it is normal and understandable that people are experiencing fear in the context of the COVID-19 pandemic. New research reveals that only a small proportion of people notify their insurer…
Read more
Women are being urged to think about their long term savings Imagine reaching retirement age and discovering that, despite years of saving, you don’t have enough money to get by. Worse still, suppose you’re unable to pay for the right kind of care in your old age. If you and your partner separate or your…
Read more
Is your wealth protected from the damaging effects of inflation? Many people underestimate the damaging effect of low interest and high inflation on the cash savings. A continued period of low-interest rates on cash savings and rising inflation could pose a real risk to savers in 2022, even if the Bank of England (BoE) moves…
Read more
The consequences of inaction on climate change are now impossible to ignore. Every company has an impact on the world around us. And by investing in them, so do we. Devastating wildfires ripping through several countries, the aftermath of Storm Ida that caused unimaginable flooding across the northeast of the US, storm Arwen that brought…
Read more
Make full use of your relevant tax planning opportunities. With the tax year-end (5 April) on the horizon, taking action now may give you the opportunity to take advantage of any remaining reliefs, allowances and exemptions. We have provided some key tax and financial planning tips to consider prior to the end of the tax…
Read more
All of our February financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…
Read more
3.6 million Britons have lost track of their pension savings. The more old pensions you have, the easier it is to end up losing one. Tracing pensions from years ago can be a hassle. Over 3.6 million Britons admit they have no idea how many pensions they have and risk paying more in fees than…
Read more
Is now the time to look for long-term alternatives? The relentless effect of inflation over time can be detrimental for those keeping large sums in cash and attracting interest at a low or even zero rate. The combination of rising inflation and low interest rates make holding cash unappealing. Many people underestimate the damaging effect…
Read more
Follow us