Accidental savers and the roadmap out of Lockdown

by Amy Nechat • Thursday, 1st April 2021 • Blog posts, Financial Planning

For many, there has been a massive negative financial impact of the COVID-19 pandemic. Claims for benefits have increased, millions have been furloughed or lost their jobs. Elsewhere, others have found themselves ineligible for the various support schemes. However, I read with interest a recent LCP report regarding Britain’s… Read More

Ten key points from Rishi’s 2021 budget

by Amy Nechat • Friday, 19th March 2021 • Blog posts, Financial Planning

Nothing says ‘budget’ quite like the sight of the Chancellor of the Exchequer proudly holding aloft the iconic red box. This was never going to be an easy year to deliver a Budget. Fighting the pandemic has led to record levels of borrowing – an eye-watering £270bn which will need… Read More

Why we nag!

by Amy Nechat • Friday, 5th March 2021 • Blog posts, Financial Planning

We often joke that we’re a team of great “naggers” – not be confused with being old nags! We constantly “nag” our clients. Our tenacious style and excellent diary system makes sure that we always remind our clients about getting things done. But why? Why do we constantly remind our… Read More

Three reasons to refer to us

by Amy Nechat • Thursday, 18th February 2021 • Blog posts, Financial Planning

A recent Fidelity Adviser Pulse survey noted “new clients may be holding off seeking financial advice until life becomes like it once was”. The problem with that is that life is unlikely to be getting back to “like it once was” anytime soon. We’ve been working with a number of… Read More

Reasons to celebrate

by Amy Nechat • Wednesday, 3rd February 2021 • Blog posts, What we've been up to

As February starts, we say goodbye to January “lockdown”, and have to consider at least another month of tight measures. We can’t ignore the grim headline that the UK exceeded 100,000 deaths, nor can we forget their families and those who remain seriously ill. However, (as seems to be a… Read More

New Year, New Goals and Five Actions to Kickstart the Year

by Amy Nechat • Friday, 22nd January 2021 • Blog posts, Financial Planning

 Financial Goals for 2021 To achieve financial goals, you first have to set them. Spend some time focusing on what you want to achieve this year, but also think about what you’d like to achieve long term.  Maybe this year’s goals are the first steps to achieve those bigger… Read More

Why is Lasting Power of Attorney so important?

by Amy Nechat • Thursday, 3rd December 2020 • Blog posts, Financial Planning

High profile cases highlight the importance of Lasting Power of Attorney Often people think about putting in place Lasting Power of Attorney for an elderly relative. However, we recommend each and every one of our clients have these documents in place to ensure financial security and control in the event… Read More

We’re celebrating!

by Amy Nechat • Friday, 27th November 2020 • Blog posts, Financial Planning, What we've been up to

We’re celebrating! We’re delighted to share that we’ve been awarded ‘Excellence in Client Service’ from International Adviser Best Practice Awards 2020! This time last year we celebrated winning ‘Best Adviser Support Team’, International Adviser Best Practice Awards 2019, so to win again is fantastic. The judges commented that Jane Smith… Read More

We’ve got lots of news to share!

by Amy Nechat • Friday, 13th November 2020 • Blog posts, COVID-19 updates, Financial Planning, Office notices, What we've been up to

Business as usual We had hoped not to be writing to you from another Lockdown situation, but here we are again. Whilst we understand it’s hard for many, we are fortunate to be well set up working from home. We had started to return to the office and managed… Read More

It’s World Financial Planning Day!

by Amy Nechat • Wednesday, 7th October 2020 • Blog posts, Financial Planning

This week marks Financial Planning Week in the UK, whilst today, 7th October 2020, is World Financial Planning Day. We’re proud to be supporting this initiative, sharing all sorts of useful content throughout the week. For those of you that are social media users, you’ll be able to follow our… Read More