by admin | Feb 13, 2020 | News
Generation X is likely to be facing big life and financial decisions. Yet, only a small portion is working with a financial adviser to ensure their future is secure. A nationwide study found that just 8% of those aged between 39 and 54 has spoken with an independent...
by admin | Feb 13, 2020 | News
Do you intend to pass on wealth to loved ones? If you want to help children and grandchildren become more financially secure, you need to consider more than just the sum you’ll be giving them. Tax rules may mean you need to think carefully about how you do so, as well...
by admin | Feb 13, 2020 | News
Purpose in life gives you a sense of direction and provides meaning. Having a purpose can improve your wellbeing throughout life, and it’s no different when you’re in retirement. Understanding what your purpose is can make the next chapter of your life more...
by admin | Feb 13, 2020 | News
When you start your career, saving for retirement isn’t likely to be a priority. But more young people are saving into a pension than ever and it pays to understand what it means for your future. Whilst you might have left your 20s behind, you may have children or...
by admin | Feb 13, 2020 | News
For most people, their pension becomes accessible from the age of 55. If you’re nearing your 55th birthday, you might be tempted to make a withdrawal, whether as a one-off lump sum or regular income. However, using your pension as soon as you can, may have a greater...
by admin | Nov 21, 2019 | News
Welcome to our latest update on the investment market. We take a quick look at some of the key factors that influenced the stock market in November and could continue to do so over the coming months. The hot topics that have affected the markets in 2019, Brexit, the...
