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Blog

Insights, tips and answers to help you boost your knowledge and financial confidence.

Bramble the dog

How has Life changed for You?

Consider the things that are important to you and the things you would like to keep when we “Go Back” after Lockdown. Imagine you have only another 6 months to fit in all the things that you want to do.    Dream BIG.  Think of everything, then narrow it down and pull out the 3 most …

How has Life changed for You?Read More

Category: Insights

The Spring Budget 2020

Newly appointed Chancellor of the Exchequer, Rishi Sunak, delivered his first Budget on 11 March, against a backdrop of uncertainty following the COVID-19 outbreak and subsequent financial losses. It was the first of two Budgets to be delivered in 2020, with the second to follow in the autumn. COVID-19 and the NHSThe Chancellor wasted no …

The Spring Budget 2020Read More

Category: Insights

Dog on a log

Important News About Your Zurich Portfolio

We’re writing to let you know that Zurich has agreed to sell part of its UK wealth and investment business to the Embark Group. You will receive communication directly from them in the coming weeks. This includes the Zurich Portfolio which includes your Zurich ISA, Retirement Account or General Investment Account. The Financial Conduct Authority …

Important News About Your Zurich PortfolioRead More

Category: Insights

Bramble sitting at desk

Investment Update: For Omnis Graphene Clients

FACED WITH THE THREAT OF THE CORONAVIRUS, INVESTORS HAVE ENGAGED IN A ‘FLIGHT TO SAFETY Following its emergence in central China in mid-January, the coronavirus has now been reported in 56 different countries. Of the more than 83,000 confirmed cases, nearly 3,000 have proved fatal. Though the rate of new infections in China has stabilised, …

Investment Update: For Omnis Graphene ClientsRead More

Category: Insights

Jessamy Walker financial planner and financial influencer

Jessamy spotlighted in research in to BPR estate planning

Our founder Jessamy Walker is featured in the Times report for Best Financial Planners in the Country and she is often sought out for her expert opinion and sound insights into lifestyle financial planning. Recently she was approached by Octopus Investments as part of a large research project in to BPR (Business Property Relief) estate …

Jessamy spotlighted in research in to BPR estate planningRead More

Category: Insights

Reaching the big 50 can be a financial wake up call

Reaching 50 can be a Financial Wake-up Call

Reaching 50 can be a huge financial wake-up call. It can be the prompt for you asking all sorts of questions, such as are you on track to retire when you want to? Do you have enough in your pension pot to retire comfortably? How does your mortgage look? A comfortable lifestyle means different things …

Reaching 50 can be a Financial Wake-up CallRead More

Category: Insights

Are You Sure You Are Ready to Retire?

Are You Ready to Retire?

The message in this blog from Evolution CBS about being ready to retire is so pertinent that we just had to share it with you! As lifestyle financial advisors we consider everything that is relevant to your life, not just your finances. Yet it is still a surprise to us how many people don’t consider their …

Are You Ready to Retire?Read More

Category: Insights

There is more to gold than pretty baubles

While we all love pretty baubles made from gold, there’s more to it than that. Gold is actually created inside massive stars when they explode into a supernova and delivered to Earth by asteroid impacts about four billion years ago. Because gold is so rare and highly valued it makes a natural currency.  It’s often used …

There is more to gold than pretty baublesRead More

Category: Insights

5 Reasons Why You Should Start Investing

5 Reasons Why You Should Start Investing

There are many reasons why you should start investing. Investing early can pay big dividends, but it’s never too late to start! And just in case you are sitting there thinking ‘I don’t need to invest my money’, here are five of the best reasons why you SHOULD start investing and make your money work …

5 Reasons Why You Should Start InvestingRead More

Category: Insights

Finding lost pensions

Who Gets My Pension When I Die?

“Who gets my pension when I die?” is a question we get asked a lot. Huge changes to the pension rules in recent years have had some unforeseen effects. One really important change is the option to choose anyone and that really is anyone (from your neighbour to the postman and beyond) to get your pension …

Who Gets My Pension When I Die?Read More

Category: Insights

Help protect yourself from the UK pension crisis

Help Protect Yourself from the UK Pension Crisis

There is a UK pension crisis pending for many people. The way things are going you’re unlikely to draw your State Pension until your late sixties, so you’ll need to consider what you could live on if you need to stop working before then. The current State Pension age is 65 for both men and …

Help Protect Yourself from the UK Pension CrisisRead More

Category: Insights

Financial inequality and the power of women's finances

Financial Inequality: The Financial Power of Women

What is Financial Inequality? This year marks the 90th anniversary of ‘votes for women’ yet despite much progress, financial inequality is still one of our greatest social challenges. Research suggests that the pension pot for the average woman could still be as much 10% smaller than for the average man. The typical pension pot for …

Financial Inequality: The Financial Power of WomenRead More

Category: Insights

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Stype
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01488 682890
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