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How Wealth Management Can Help You Achieve Your Life Goals Financial planning is the process we use to help you achieve your goals. A financial plan combines several different aspects, such as tax efficiency and risk management, to arrive at the best solution for you. When many people think of financial advice, the focus is…

Trump Tariffs – What They Mean For Your Money On “Liberation Day” (2 April 2025), US President Donald Trump unveiled a set of global tariffs on around 90 countries and regional blocs, including China and the EU. The news has sent shockwaves across the media landscape, with many commentators now predicting a high chance of…

Paying Off Debt vs Investing If you have a lump sum or a regular amount to invest, you may be wondering about the best use of the money. Should you take the safe option and clear your debts? Or would it be possible to make a profit through investing? The answer isn’t straightforward and depends…

Financial Wellbeing: A Short Guide Many of us take our health for granted when we are planning for the future. However, living a healthy and fulfilling life is strongly linked to financial success. There is a great deal of evidence to suggest that finances and health are intertwined[1]. For example: Life expectancy is strongly correlated…

5 Ideas to Grow Your Pension Pot You may have been saving for your retirement for many decades. You could have plans to travel the world, spend more time with your family or take up a new hobby. But how do you know if you have saved enough for a comfortable lifestyle? According to the…

A Short Guide to Investing in Uncertain Times Between persistent inflation, high interest rates, and geopolitical conflict, the market has been volatile recently. Is there a secret to investing throughout uncertain times? The answer is – not really. But there are a number of steps you can take to protect your investments from the worst…

What is the Value of Financial Advice? It has never been easier to manage your own money. Online platforms and a wealth of information at the touch of a button make investments accessible for everyone. But investments alone do not make a financial plan. A clear strategy is needed to navigate the options and help…

The Extended State Pension Deadline and What it Means for You It has recently been announced that the opportunity to top up your National Insurance record to cover missing years will be extended to 5th April 2025. This will give more people the chance to boost their State Pension if they have any gaps in…

The Abolition of the Lifetime Allowance in 2024: A Short Guide In the Spring Budget of 2023, it was announced that the Lifetime Allowance (LTA) would be abolished. This was designed to remove one of the barriers to building up large pension pots, and in particular, was designed to keep more senior public sector employees…

How to Track Down Lost Pensions National Pension Tracing Day took place on 30th October, in a bid to encourage more people in the UK to track down lost pensions. The concept was founded by Punter Southall Aspire, and is now a cross-industry collaboration supported by several leading pension providers and other organisations. While the…