Our Thoughts: Page 3

As a financial adviser, one of my primary goals is to ensure that my clients are well-prepared for whatever life might throw at them. Read on or click here to…

As we go through life, our financial needs evolve. While early adulthood focuses on building wealth and achieving financial stability, later life demands a different approach. Read on, or click…

Did you ever come across those adverts from the DWP (Department for Work and Pensions) a few years ago?...... Read on, or click here to watch the video They had…

It’s important for us to keep in regular contact with our clients, and in April we surveyed a group of 1085 (clients) for their thoughts on the year ahead. The…

With people living longer and the cost of living is increasing, what does this mean for our retirement? According to a recent Scottish Widows survey, two-thirds of women are concerned…

Recently we have seen an increase in the number of clients who are suddenly paying additional tax on their wage increase, or on their bonus at work – so why…

Like many headlines, they are quickly forgotten, becoming the next day’s fish and chips wrappers! I can almost guarantee that this phrase will apply to Chancellor Jeremy Hunt’s March Budget?…

According to a study by Handelsbanken Wealth & Asset Management, women hold an average of £100,000 less in financial assets than men. The study found that women typically hold £147,000…

Our MD, Karl Pemberton signed up as ‘co-pilot’ back in January for local entrepreneur (and good friend) Mike Racz on his mercy-mission to Ukraine. Mike’s (originally solo) mission was launched…