Maximising Your Capital Savings: A Comprehensive Guide

Whether you are planning for a major purchase, building a safety net, or preparing for retirement, having robust savings is essential. Capital savings, in particular, play a crucial role in ensuring financial security and enabling future investments. Unlike regular savings meant for short-term needs, capital savings are geared towards long-term goals, providing a solid foundation […]
Inheritance Planning 101: Protecting Your Legacy

Inheritance planning is essential for managing your estate, ensuring your assets are protected and smoothly transferred to your beneficiaries. It safeguards the financial future of your loved ones and helps avoid potential disputes. Effective planning can also reduce the burden of inheritance tax, which can otherwise take a substantial portion of your estate. Inheritance tax […]
Financial Planning for Unexpected Life Events

Life, in all its unpredictability, often throws curveballs that can have significant financial implications. Whether it’s a sudden job loss, an unforeseen medical emergency, or any other unexpected life event, the financial repercussions can be substantial. With advice from our team, we’ll delve into the importance of financial planning for these unforeseen circumstances, exploring strategies […]
Financial Advice On Offer To Teenagers

BBC News – 11 Jun 2019 How much did you know about your money when you were in school? These teenagers are learning about how to better manage their finances. The course which is aimed at 15 to 25-year-olds is run by the Heracles Foundation. Advice NI, a debt advice organisation, says knowing more about […]
Two in Five People ‘Don’t Know How to Access Financial Advice’

Cover Magazine – 11 Jun 2019, by Sophie King. Quote from Openwork. Almost two-thirds of women do not know where to go for financial advice, survey finds. Two-in-five (43%) UK adults do not know how to access financial advice, with women more likely than men to not know where to go. The Consumer Intelligence surveyed 1,014 […]
Why Get Financial Advice? Five Good Reasons Why You Should

Why get financial advice? Managing your own finances and investments can be very rewarding, but experts argue there are life changing moments that could be the time to ask a professional to help steer you through. You may be happy and confident to look after your own financial arrangements and investments so ask yourself, why […]
Why Do I need a Financial Advisor?

The Benefits of Having a Financial Advisor Many of life’s biggest decisions are of a financial nature, and having to make these without the necessary information and guidance can be challenging and stressful. Appointing a financial advisor means you do not have to make these choices alone and instead have the reassurance of knowing a […]