by John Williams | Sep 5, 2023 | Wealth
In today’s complex economic landscape, preserving your wealth and reducing tax is paramount for ensuring a secure financial future. Wealth preservation strategies are essential tools for individuals seeking to safeguard their assets and leave a legacy for their...
by John Williams | Dec 7, 2022 | Pensions
In this article, we focus on a question we are often asked; is a SIPP better than a personal pension? Whilst this is always a matter of personal choice, aligned to your investment goals, this article should help you to understand your options, and what works best for...
by John Williams | Dec 1, 2022 | Pensions
As experienced financial advisers, one of the questions we are often asked is ‘how much should you pay into a pension? When it comes to retirement, it’s not a matter of whether you should invest, but rather how much. When it comes to how much you need to pay...
by John Williams | Jun 14, 2022 | Financial Seminars, Wealth Seminars
On 21st July 2002, we are delivering the first of our quarterly free wealth preservation seminars. During the lockdowns, we successfully ran a range of webinars and online financial presentations for professional connections, customers, and local business colleagues....
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; ‘should I invest in a pension?’ Historically, pensions have been a staple of retirement planning as they help provide income in later life. This is still true today. Pensions can be a crucial...
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
Please note: This article was written in 2022, and the UK government has now abolished the lifetime allowance. We will be writing an updated guide imminently. Recently there has been a lot of media coverage surrounding the Lifetime Allowance for pensions. In this...
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 use when discussing pensions with their existing, and...