News & Blog
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...
How your Inheritance Tax liability is affected when your partner dies
In the run-up to the 2024 Spring Budget, there was widespread speculation that the chancellor would pull an Inheritance Tax (IHT) rabbit out of the hat. Many speculated that Jeremy Hunt would cut the IHT rate – or even abolish the tax altogether – as the last roll of...
What happens to my partner’s pensions after they pass away?
It’s a sad truth that losing a partner is an experience many of us will go through. According to the Office for National Statistics, the 2021 census revealed that 3.2 million adults in the UK are widowed. As psychotherapist Juliet Rosenfeld wrote in the Guardian,...
How big life events could leave you vulnerable to a scam
It was with great sadness that fans of the culinary duo, the Hairy Bikers, learned of the death of Dave Myers in February 2024. Myers, and his presenting partner Si King, were widely loved for their enthusiasm for food and travel, and cheeky sense of humour. So, you...
Guide: 7 valuable behaviours for successful investing
How do you grow your wealth when you’re investing? Choosing the “right” investments is just one of the ingredients needed for success. Indeed, your mindset and behaviours could have a much larger effect on the outcomes of your investments than you might think. Your...
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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