News & Blog
Guide: Your retirement choices: How to generate an income in later life
Retirement on your terms is likely to be one of the key elements of your financial plan. So, as you approach or reach retirement, now is the time for you to start thinking about enjoying a comfortable life when you stop working. Many people see retirement as the start...
74% of financial advice from social media leads to an “undesired outcome”
There’s an abundance of unregulated financial advice available, and research suggests it could harm your security and long-term plans. Whether you receive advice through social media or follow the financial decisions of friends, you could take more risk than is...
How to join the pension treasure hunt and discover “lost” savings
You could uncover “lost” pension savings and boost your retirement by tracking down old pots you might have forgotten about. Read on to find out why you might have lost pensions and how to rediscover them. 27 October 2024 marks National Pension Tracing Day and...
How “lifestyle financial planning” could help you reach your goals
Effectively managing your finances to get the most out of your assets often means going beyond paying into a pension regularly or selecting a fund to invest through. That’s why lifestyle financial planning could help you better align your finances with the life you...
Study: Greater freedom means money can buy happiness
A new study has disputed the saying “money can’t buy happiness”. In fact, the research suggests the opposite is true, money can buy happiness, but it isn’t as simple as accumulating as much wealth as possible. According to the Guardian, a study from the University of...
How understanding behavioural finance could improve your decisions
The study of how psychology affects financial behaviours is fascinating. Understanding the basics could improve your relationship with money and how it influences your financial decisions. Behavioural finance looks at how psychological influences and biases affect the...
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.
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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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