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The potential perils of accessing your pension at 55
Reaching the minimum pension age and being able to access your retirement savings might mean new possibilities opening up. You…
3 retirement financial shocks that could affect your finances
Those who have retired or are nearing the milestone are consistently overlooking the risk of financial shocks when compared to…
Why ongoing financial advice could ease your mental load
Handling finances is a part of life and something that most people do, but that doesn’t mean it isn’t stressful.…
Investment market update: February 2025
After reading headlines throughout February, you might be expecting a gloomy investment outlook. Yet, despite threats of trade wars and…
How to stop following the investment crowd and stick to your strategy
We’re only weeks into 2025, and it’s already been one filled with market volatility and uncertainty. At times like this,…
Business owners: 5 reasons you could benefit from saving into a pension
Building a business can be exciting and rewarding, and it might play a key role in ensuring you’re financially secure…
State Pension: Everything you need to know in 2025/26
For many pensioners, the State Pension provides a foundation to build their retirement income. Whether you’re already claiming the State…
5 ways financial planning could help you emotionally prepare for retirement
While financial challenges often come up when those nearing retirement are asked about their concerns, emotional obstacles could be just…
Looking beyond the numbers when using a cashflow model
A cashflow model is a valuable tool that lets you understand how the value of your estate and individual assets…
Investment market update: January 2025
Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025, but there was positive…
10 Myths About Working With a Financial Adviser
Financial planning can sound daunting. We get it! Pension consolidations, family protection, inheritance tax planning, savings and investments: where does…
DIY Investing vs Partnering with a Financial Adviser
You want to make your money work for you and you’ve heard that there are much more attractive returns in…