Articles of interest

Festive gifts
Festive gifts Building wealth for a solid financial future As a parent, guardian or grandparent, you’ll want to provide the best future for your children

Dot-com crash to global financial crisis
Dot-com crash to global financial crisis Busting the myths of investment companies’ performance Saturday 15 September 2018 marked ten years since the collapse of Lehman

Sandwich Generation
Sandwich Generation Financially squeezed between elderly parents and children Faced with the task of caring for elderly parents alongside your children, being in the Sandwich

Volatility, risk and market declines
Volatility, risk and market declines Relentless and continual rise in value over the very long term, punctuated by falls There is an undeniable correlation between

Renewal of Corporate Chartered Financial Planners Status
Renewal of Corporate Chartered Financial Planners Status Our managing partner, Laurence Turner, has been in financial services since May 1986 and has been authorised to

Funding your golden years
Funding your golden years Tax aspects require careful planning after recent government changes Pensions have the reputation of being confusing, but they needn’t be. Private

Pension freedoms
Pension freedoms Taking responsibility for funding our own retirement Although each generation will likely face different challenges and opportunities, achieving retirement readiness will require actions

Diversified portfolio
Diversified portfolio Effective tool for reducing risk and volatility without necessarily giving up returns When you start investing, or even if you are a sophisticated

Avoid the mad March rush
Avoid the mad March rush Get a head start on your tax planning resolutions Although the current tax year does not end until 5 April

Relationship breakdowns
Relationship breakdowns A pension could well be the biggest single asset in the relationship What is likely to be a divorcing couple’s most valuable asset?

Independence plan
Independence plan Least financially resilient group delay life milestones due to financial insecurity Life can get complicated when you hit your early thirties, which means

Pensions shake-up
Pensions shake-up Getting away from the stresses of everyday life For many, the idea of retirement means getting away from the stresses of everyday life.