Financial planning: Why do you need to revisit your plan?
Financial planning is essential at all stages of life. Speaking to an adviser can help you focus on your financial goals and give you the means to achieve them. But the hard work doesn’t stop…
How using a trust could save UK families £300 million each year
Back in 2017, more than 35,000 term life insurance policies paid out an average of more than £78,000. Nearly every claim was paid (98%) and tens of thousands of families/beneficiaries were supported following an unexpected…
Understanding your Final Salary Pension: What income will it provide?
If you have a Final Salary pension, retirement planning can seem more straightforward. However, there are still important decisions that need to be made and it’s crucial that you understand the income it will provide….
Pension savers could be missing out on £830 million of unclaimed tax relief
One of the reasons why pensions are an excellent way to save for retirement is the tax relief you benefit from. Yet, figures suggest that pension savers could be missing out on millions of pounds…
Coronavirus and markets update
In recent weeks, the coronavirus has never been far from the headlines. By the start of March, there had been more than 87,000 confirmed cases of Covid-19 with almost 3,000 deaths. While the vast majority…
Damien named one of the UK’s top-rated financial advisers
Each year, The Times and VouchedFor, the ratings site for financial professionals, team up to put together a list of the ‘top-rated’ financial advisers and planners in the UK using more than 130,000 verified reviews….