Tag Archives: wealth management

New Year, New Start to Your Finances

Welcome to our first edition of Wealth Matters for 2021. In a year of renewal, hopefully we’ll see a world that is steadily returning to normal, while also rapidly accelerating into a transformed future. Although lockdown restrictions have eased in some areas, the coronavirus (COVID-19) pandemic will continue to impact on our lives in many […]

Ten Tips to Achieving Your Financial Goals

When was the last time you had a financial health check? Even if you have a solid financial plan in place, it still needs to be updated regularly to ensure it reflects any life changes. But what should your priorities focus on now? Is it time to turn your attention to your pension, your ISA, […]

Wealth Matters: Take it to the Max!

Please click on the link below to view our latest Wealth Matters report for September & October 2020. Click here to view or download the report. Topics in this latest issue include: Why Working and Retiring are No Longer Binary Terms Rewritten Retirement Rules Silver Splitters: Financial Fall-out of Divorcing in Middle Age Take it […]

Looking to the Future

We spend our lives planning for our next holiday, for a family, buying aproperty, funding a child’s education and for the day we retire….but what does a successful life plan look like? Please click here to read the full article. Please contact us for further information on managing your financial affairs. Risk Disclaimer: The contents […]

Wealth Matters: Choosing the Right Trust

Trusts come in many flavours, all of which may be of some use in wealth planning. This article aims to demystify some of the different types of trusts there are and what they do. Bare trust The simplest form of trust, often used for young beneficiaries, is a bare trust. Bare trusts allow beneficiaries to […]