When we meet with new clients, one of the first things we do is ask them about their goals, and what they want to achieve with their life and their finances. This is so that we can create a tailored plan to help them actually ...
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Financial planning is often something that makes people shiver and say, ‘that’s all too complicated’. And while that is true to some extent, it’s also something that has an enormous amount of value to your life both now an...
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Did you know that around a third of all home loans made in the UK are remortgages? For most people, their mortgage is their biggest financial commitment, so it makes sense to streamline the debt where you can – which is exactly ...
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Tax. It’s one of those words that often strikes fear into the heart. Almost as much as seeing the brown envelope from HMRC drop through the door. It’s even worse when you consider that UK taxpayers overpay around £4.6 billion...
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Not many of us like to think about getting older. But like it or not, it’s one of the few things in life we know will happen, so at some point you will need to prepare. But saving for your retirement can be a difficult thing, wi...
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There are a lot of financial advisers out there. Much as we wouldn’t like that to be true – the fact is the consumer has never had so much choice about who they turn to for financial advice. Some financial advisers will specia...
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Wealth is something a lot of people aspire to have these days. Whether that’s through hard work and building it up themselves, or inheriting it from their parents, the paths may vary, but the goal stays the same – build the we...
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Equity release, also sometimes called a Lifetime Mortgage, can be a fantastic way to release some capital as you get older, helping you live more of the life you want. But it’s also quite complicated, and it can cause some confu...
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If you’re an employer, then you’re probably already well aware that you need to be enrolling your staff in a workplace pension scheme. No matter what the size of your business, whether you have 1 employee or 100, you still nee...
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In this country we are lucky enough to have the NHS – which means most UK residents have access to free healthcare. This is a truly amazing system, and even though it’s under a lot of strain at the moment, it’s still one of ...
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