Gill Marsh

Chartered Financial Planner | Blog Archive | Biography

The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but it could give you…

How your pension is invested will affect the value of it and the income it will provide you later in…

As inflation eases, experts are predicting that interest rates will fall over the next 12 months and reach 3% by…

The amount HMRC collected through Inheritance Tax hit a record high in 2023/24. If your estate could be liable for…

Unexpected events could derail even the best-laid plans. While you might not know what’s around the corner, an effective financial…

Over the last few months, you’ve read about some of the areas you might want to consider if you’re nearing…

A new survey suggests around 3.4 million people over 75 haven’t arranged a Lasting Power of Attorney (LPA). Find out…

Jeremy Hunt has delivered the 2023 Autumn Statement. Here’s everything you need to know about the chancellor’s announcements and what…

More than 8 in 10 people taking financial advice say income security in retirement is very important. Yet, research also…

Our Managing Director Mark Rockliffe recently successfully completed a challenging 1000km charity bike ride following The Western Front with Lewis…

Did you know you could withdraw a lump sum from your pension without paying Income Tax? This could provide the…