News & Blog
Guide: 5 key financial planning steps to consider during a divorce
Going through a divorce can be incredibly emotionally challenging, but it may also represent the beginning of a new phase of your life. When starting a new chapter, it’s important to consider your financial plan, review your goals, and prepare for any challenges you...
How pension contributions can help you avoid the 60% tax trap
Getting a pay rise is always a cause for celebration. However, if your salary has ever moved from under to above the £100,000 threshold, you might have been surprised by the sharp increase in the amount of tax you pay. This isn’t because you have entered into a new...
How do global events affect your investments and what can you do about it?
With a new US presidency beginning, wars continuing to rage across multiple continents, and political uncertainty gripping Europe, it's understandable if you feel concerned about the current economic climate and the stability of the market. While the events of recent...
How to adjust your financial plan to help prepare you for the costs of social care
When planning your retirement, it’s enjoyable to think of the trips you want to take and the hobbies you’d like to fill your time with. However, there are other less exciting but equally important aspects of retirement that are good to plan for, including the costs of...
Investment market update: November 2024
On 5 November 2024, US citizens voted for their next president, and the election had a knock-on effect on investment markets and business prospects around the world. Republican Party nominee Donald Trump will serve a second term as president of the US. Trump has...
3 insightful reasons why setting goals may reduce financial bias
Subconscious bias can affect your financial decisions. They might mean you make decisions that aren’t right for you. Setting a goal could help reduce the effect bias has. Read on to discover three reasons why. Cognitive bias is an error in cognition that can happen if...
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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