• Home
  • Services
    • Retirement Planning
      • Saving For Retirement
      • The Retirement Plan
      • Enjoying Retirement
    • Inheritance Planning
      • Do You Have an IHT Problem?
      • What Are Your Options?
      • Your Estate Plan
    • Investment Advice
      • What Are the Options?
      • Investments That Match Your Needs
      • Plan & Review
    • Supporting Businesses
      • Protecting You or Your Staff
      • Employee Pensions & Benefits
      • Succession & Exit Planning
    • Mortgages
      • First Time Buyers
      • Re-Mortgages
      • Buy-to-Let
      • Life Mortgages & Equity Release
    • Life, Illness and Income Protection
      • Life & Health Cover
      • Protecting Against Critical Illness
      • Protecting Your Income
  • About
    • Meet the Team
    • Customer Journey
    • Community/Charity Work
  • Blog
  • Contact
  • Client Login
What Does the Latest Budget Mean For Your Money?

What Does the Latest Budget Mean For Your Money?

by Parker Kelly | Mar 28, 2021 | retirement choices, savings and investments

The Budget was dominated by measures aimed at helping businesses and the economy recover from the impact of the coronavirus pandemic, but there were also some significant announcements when it comes to pensions, savings and the tax you pay. Pensions The Chancellor...
Five Things to do Before the End of the Tax Year

Five Things to do Before the End of the Tax Year

by Parker Kelly | Feb 26, 2021 | retirement choices, iht planning, savings and investments

1. Top up your ISA One of the most tax-efficient ways to invest is through an individual savings account (ISA). The 2020/21 personal ISA allowance is £20,000. There’s no income tax, tax on dividends or capital gains tax (CGT) to pay on any gains from investments held...
How Financial Advice Can Help if You’ve Been Made Redundant

How Financial Advice Can Help if You’ve Been Made Redundant

by Parker Kelly | Jan 29, 2021 | retirement choices, savings and investments

Being made redundant can be a huge challenge and speaking to a qualified, fully independent financial adviser can play a vital role in helping you adjust to your new circumstances. Figures from the Office for National Statistics show redundancies reached a record high...
Feeling the Benefit of Financial Advice

Feeling the Benefit of Financial Advice

by Parker Kelly | Dec 17, 2020 | retirement choices, savings and investments

Customer who took financial advice were on average 47k better off and those who kept an ongoing relationship with their adviser were up to 50% better off than those who only received advice once. How professional support helps to improve emotional wellbeing. If you...
Retirement Planning – Keep Track of Your Retirement

Retirement Planning – Keep Track of Your Retirement

by Parker Kelly | Jun 2, 2020 | retirement choices

Taking control of your retirement savings is crucial. With so many changing priorities in our busy lives, whether that’s children to support, a new home, changing jobs or even setting up your own business, our retirement savings end up taking a back seat. A YouGov...
Next Entries »