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Read Our Expert Blog

The 2017 Pensions Wish List

06 October 2016

As an independent financial advisor I would hope I understand the differing levels of wealth amongst different age ranges in the UK. It’s very clear the next couple of years are going to be interesting. You will always hear the words “uncertainty” and “challenging” used by politicians. Let’s be honest, it’s impossible to name a […]

The common mistakes people make before retiring

16 September 2016

I’ve seen a lot of clients looking to retire over the last few years and I don’t think I’ve ever met a client that has ticked every box when thinking about their long term retirement. These are the 6 key steps we feel you should always do and take before considering retirement: 1)      Get a […]

Why do I need retirement advice?

30 August 2016

For as long as I’ve been a financial advisor I always hear comments on why would you pay for financial advice? I would hope the last 18 months have highlighted why working with a financial advisor is so important. Constant pension changes, new legislation, interest rate cuts, a general election and of course an EU […]