by John Williams | May 22, 2022 | Financial adviser, Independent Financial Advice
Choosing to work with a financial adviser can be a big life decision. Finding an IFA who can help meet your needs and financial objectives can be tough. Like in any profession, there are good ones and there are those who don’t hit the mark. In a previous...
by John Williams | May 10, 2022 | Investing
Looking to learn more about the habits of experienced investors? Having collectively worked in the financial markets for over 40 years, our IFAs have built up a wealth of invaluable experience and insight into the complex world of investing. Individuals invest for a...
by John Williams | Apr 25, 2022 | Independent Financial Advice
Individuals who work with an independent financial adviser will have a range of needs and objectives. Assistance with financial planning, investment strategies, and consolidating pensions, are all reasons individuals seek the advice of an IFA. In this short article,...
by John Williams | Apr 15, 2022 | Pensions, Pensions & Retirement
In this short guide, we answer a question individuals often ask; ‘why should I invest in a pension?’ Historically pensions have been a staple of retirement planning as they help provide income in later life. Over the years, pensions have been referred to...
by John Williams | Mar 22, 2022 | Pensions
The final part of our pensions jargon buster covers letters R-Z. If you have missed the first two parts, you can find them here: Pensions glossary & jargon buster – part one Pensions glossary & jargon buster – part two Let’s get started with the third...
by John Williams | Mar 16, 2022 | Pensions
Recently there has been a lot of media coverage surrounding the Lifetime Allowance for pensions. In this article, we are sharing a video one of our pensions specialists recently published on this topic. You can watch the video below, or alternatively, we have...
by John Williams | Mar 10, 2022 | Pensions
In the next part of our pensions jargon buster, we cover terms from letters F – P. We are publishing these guides to help those new to the world of pensions to have a better understanding of the terminology IFAs and pensions advisers use when discussing options with...
by John Williams | Mar 7, 2022 | Teachers Pension
One of the top pension-related talking points amongst teachers currently is the McCloud Ruling. Everyone seems to be aware of it; not everyone seems to understand it. In this short video, George Rashbrook covers the McCloud Judgement and what it means for those...
by John Williams | Feb 28, 2022 | Equity Release, Mortgages
Although the popularity of equity release has increased over the past few years, there are still many myths and fallacies surrounding it. Where has this left the industry? Simply put, too many people overlook, and disregard equity release due to the myths and poor...
by John Williams | Feb 27, 2022 | Pensions & Retirement
Planning for a happy retirement may seem obvious to many. On the other hand, retirement planning for some, may not even be on their radar. Some start early. Some leave it late. Some leave it entirely to chance. The fact of the matter is, retirement and having a happy...
