Updates

Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

Seasonal Affective Disorder – what is it and 5 positive ways to deal with it

by Jane Smith • Tuesday, 17th January 2023 • Blog posts

With several weeks to go until spring and the warmer weather, this time of year can feel like a bit of an uphill struggle, with its long dark nights and chillier temperatures. While you might write this off as the “winter blues”, there may also be another reason you’re… Read More

Why falling inflation could still be a significant risk to your wealth

by Jane Smith • Tuesday, 17th January 2023 • Blog posts

It’s unlikely that many of us will be sad to see the back of 2022. It was a year that saw skyrocketing food and energy prices, and depending on the type of mortgage you have, increased repayments as interest rates rose significantly. That said, in December the… Read More

Why stopping pension contributions could result in a retirement nightmare

by Jane Smith • Tuesday, 17th January 2023 • Blog posts

According to the Times, research reveals that 1 in 5 British workers stopped, paused or reduced pension contributions in 2022 to help deal with the surging cost of living. This echoes a study by Aviva that suggested 23% of Britons with pensions could… Read More

10 amazing experiences of a lifetime to give your retirement a boost

by Jane Smith • Tuesday, 13th December 2022 • Blog posts

According to research by Royal London, the key to a happy retirement is filling your life with experiences, not increasing material wealth. The pension provider found that nearly three-quarters (72%) of those aged 55 or more are experience-focused, favouring holidays or days out over possessions such as… Read More

6 clever financial new year resolutions to make you savvier with your money

by Jane Smith • Tuesday, 13th December 2022 • Blog posts

As we approach 2023, the UK’s spending watchdog has made some unwelcome predictions for the coming year, the Guardian has reported. According to the article, the Office for Budget Responsibility (OBR) has said that Britain will be ending 2022 in a recession, and that households could face… Read More

3 powerful ways a financial planner can help you find authentic ESG funds

by Jane Smith • Tuesday, 13th December 2022 • Blog posts

In November, world leaders met at Sharm el-Sheikh for the United Nations Climate Change Conference (COP27). The event brought world leaders and experts together to deal with mankind’s environmental impact on the planet. While there were some positives, the Guardian reveals that it was widely judged as… Read More

7 wonderful Christmas markets in Bucks to get you in the festive mood

by Jane Smith • Monday, 14th November 2022 • Blog posts

While it might be hard to believe, the festive season is approaching again. As temperatures drop, you might be looking for ways to brighten up the long dark nights and winter weather. One way could be to enjoy the many Christmas markets that are happening in Buckinghamshire in 2022, which… Read More

5 positive reasons to work with a trusted financial planner

by Jane Smith • Monday, 14th November 2022 • Blog posts

According to FTAdviser, the Financial Services Compensation Scheme (FSCS) has revealed that 78% of the claims it deals with have an element of poor financial advice. The organisation’s chief executive, Caroline Rainbird, explained that while the “vast majority” of financial advisers provided high standards and an important… Read More

How to ensure your pension contributions provide the retirement you want

by Jane Smith • Monday, 14th November 2022 • Blog posts

How do you see your retirement when you finish work? Is it one filled with holidays and weekends away, or plenty of time relaxing in the garden and spending time with family? Whichever lifestyle you want, an article by MoneyAge may provide food for thought for many… Read More

10 clever ways to ensure your home is as energy-efficient as possible

by Jane Smith • Friday, 21st October 2022 • Blog posts

Just as temperatures have started to drop and the nights are becoming longer, most households have seen their energy bills rise significantly. While the increase is less than had previously been feared thanks to the government’s interim energy price guarantee,… Read More

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Updates

Keeping you in the loop

Seasonal Affective Disorder – what is it and 5 positive ways to deal with it

Why falling inflation could still be a significant risk to your wealth

Why stopping pension contributions could result in a retirement nightmare

10 amazing experiences of a lifetime to give your retirement a boost

6 clever financial new year resolutions to make you savvier with your money

3 powerful ways a financial planner can help you find authentic ESG funds

7 wonderful Christmas markets in Bucks to get you in the festive mood

5 positive reasons to work with a trusted financial planner

How to ensure your pension contributions provide the retirement you want

10 clever ways to ensure your home is as energy-efficient as possible

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Updates

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