How a financial plan could alleviate your inflation worries
Research has found that inflation continues to be the biggest concern in households around the world. While inflation is falling,…
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Financial Planner | Blog Archive | Biography
The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth
Financial planning could add value to your life. This month, read about how it could help you grow your wealth…
Running out of money tops retirement concerns, but financial planning could bring peace of mind
A survey of financial advisers has revealed that running out of money is one of the biggest retirement fears. Seeking…
Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market
The S&P 500 index reached a new high in January, and it was driven by just seven technology stocks dubbed…
Inflation is falling. Here’s what it could mean for your finances
Inflation is starting to fall. While this could be good news for your long-term finances, it might not affect your…
3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax
Figures suggest more people are gifting assets to loved ones to reduce a potential Inheritance Tax bill. However, while it…
Millions of retirees could be overlooking the benefits of annuities, research suggests
Millions of retirees could be overlooking annuities because they don’t understand them – they could provide financial security in retirement.
4 essential Budget announcements that could boost your pension
If you’re preparing to take out a mortgage, working with a mortgage broker can be valuable. As well as helping…
6 savvy financial reasons to get married
If you’re preparing to take out a mortgage, working with a mortgage broker can be valuable. As well as helping…
26% of people without financial protection would like it. Here’s what you need to know
Discover what happened to affect investment markets in September. From the emergency budget in the UK to growing recession worries…
The UK could face a “retirement savings crisis” as workers aren’t putting enough away
Discover what happened to affect investment markets in September. From the emergency budget in the UK to growing recession worries…
7 essential money lessons your children need to know before they go to university
The day that you send your child or grandchild off to university can bring up mixed feelings. There’s pride and…
Women are investing earlier than men, and it could close the wealth gap
The gender wealth gap is a widely acknowledged issue in the UK, particularly in the context of pension savings and…
3 interesting pieces of data that show why you shouldn’t panic during market volatility
During times of uncertainty, it can be tempting to make changes to your investments. However, data suggests that holding tight…
Do you have realistic investment expectations?
When you’re investing, it’s important that you set out realistic expectations to create an accurate plan and to spot potential…
Over 55s planning once in a lifetime experiences, but could finances hold back aspirations?
Research finds that over 55s are planning to tick off bucket list items as Covid-19 restrictions lift, but some say…
Financial health check: How do you score?
77% of Brits define financial success as not having to worry about money. However, many aren’t taking steps to prepare…
Holding your nerve in volatile times – Autumn Newsletter
Welcome to your Autumn 2019 newsletter. We hope you enjoy reading it. It’s almost impossible these days not to think…
Do your employees know that earnings thresholds are rising with auto-enrolment contributions?
In early December the Department for Work and Pensions (DWP) announced the thresholds that should apply to automatic enrolment pension…
Interest rates likely to rise this year, despite being held in May
The Bank of England did not raise interest rates in May, despite earlier suggestions that it would. About four years…
Inheritance tax receipts hit a new high according to HMRC
Inheritance tax (IHT) is raising more than ever according to HM Revenue & Customs. How much do you want to…
The Pembroke Financial Services Guide to Making the Most of ISAs
ISAs have become a key component of an IFAs’ savings and investment plans for clients. With the addition of new…
The FSCS limit may increase at the end of January so it could be time for a review
It looks likely that the deposit protection limit will rise at the end of January. At the start of 2016,…
Is it time to review your cash ISA holdings?
New statistics from HMRC show that cash is still a popular ISA investment, despite ultra-low interest rates. In early summer…