News & Blog
Investment market update: April 2024
Interest rates and inflation continued to affect markets around the world in April 2024. Read on to find out what else may have affected investment markets and your portfolio in April. Expectations of interest rate cuts were good news for gold. Investors who feared...
5 powerful tips that could help women close the investment gap
Women are less likely to invest than men – in fact, more than a third (37%) of women don’t invest at all. There are many reasons for the gender investment gap, and it could widen the wealth gap. According to an Aviva survey, men are almost twice as likely to invest in...
How to beat the potential harmful effects of “loss aversion” on your wealth
“Loss aversion” is a type of bias that could affect how you manage your finances. It’s a concept that was developed by renowned psychologist Daniel Kahneman, who won a Nobel Prize for his influential work and sadly passed away in March 2024. To celebrate his life,...
How to make the unexpected part of your financial plan
When you set out how to reach your financial goals, you might think about the steps you need to take. Just as important could be considering how the unexpected might affect your financial plan. Read on to find out how the unexpected may affect you and how an effective...
4 compelling reasons you might want to consolidate your pension
It’s been more than a decade since auto-enrolment was introduced, and now most workers automatically become members of their employer’s pension scheme. While more people saving for retirement is excellent news, it could mean you end up juggling multiple pots. One...
The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth
Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next few months, you can read our blog to discover exactly why a financial plan that’s tailored to you can add value – and we’ll start with...
Trust
First and foremost, it’s about trust. We can get together, have a coffee and see whether we think we can work together and whether I can add value to your financial planning. If you don’t think we’re a good fit that’s fine, there’s no pressure or obligation to continue and there’s no cost involved.
Discuss
If you want to take it to the next step, we’ll talk about you. Your ambitions, your plans but also your concerns and worries. We’ll take some time to discuss what you’d like your future to look like. We believe that we can’t advise you on your money until we really understand what you want to achieve.
Plan
Once we do understand, we can start to build your future from a financial perspective. You’ll be involved all the way; after all, it’s your life and your plan. We just crunch the numbers.
We have been with Gavin for well over a decade. His friendly, patient and thorough approach to planning and explaining things to us is very reassuring. We regularly go through the current state of our financial situation with Gavin and value the on-going, personal advice.
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