How much do you need to retire comfortably in the UK?
If retirement is starting to feel a little closer, you may have found yourself looking at your pensions and savings and wondering: is this enough? There are some useful figures to compare against, but whether you have enough depends on when you want to retire, how much you want to spend and where your income […]
How to give money away without leaving your retirement short
It can feel really good to be able to help your family financially, especially when you can see the difference it makes to their lives. That’s one reason you might choose to pass some of your money on while you’re still alive, rather than leave it to them in your will. Another reason is the […]
Who do we work with, and what do we actually do?
If you’ve been wondering whether you’re the kind of person we work with, and what that might look like, here’s the honest answer. The people we work with best are usually in their late 40s or early 50s. They’re busy with work, busy with family, earning good money – and starting to ask themselves some […]
The point of having money
There’s a particular feeling to the first proper run of hot days – like the kind we’ve just had. The garden furniture comes out, plans rearrange themselves around the forecast, and for a while everyone seems to be outside at once, reluctant to waste a minute of it. The reason it doesn’t happen all that […]
5 things to look for before choosing a financial adviser
Getting financial advice can be one of the best financial decisions you ever make. The right adviser can help you retire with confidence, pass on wealth tax-efficiently, and steer you clear of the kind of costly mistakes that are difficult to undo. But for many people, taking that first step can feel daunting. You’re giving […]