News & Blog
A guide to your mid-life MOT
Each year, you’ll need to take your car to a trusted garage to give it an MOT test. A mechanic will assess more than 20 different areas to ensure that your car is roadworthy, so you’ll be safe when travelling. Not only does this improve safety and reduce the risk of...
A guide to passing on wealth
You’ve spent a lifetime building your wealth, so you’ll want to make sure that it’s distributed according to your wishes. Planning ahead is key to minimising the tax your loved ones will have to pay, so they get the full benefit of your hard work. It’s not always easy...
A Guide to Care Options
When suddenly faced with a loved one who needs care, making sense of what needs to be done, and who to contact, can be daunting. This guide is designed to help you navigate your way through the process, and help you confidently explore all avenues and options...
Gavin is among the UK’s Top Rated thanks to your reviews
Financial advice helps people feel more in control of their future and achieve their goals. Yet, knowing where to seek professional advice you can rely on can be difficult. That’s why being named one of VouchedFor’s Top Rated financial advisers is an honour. ...
Is a lack of investing culture holding back the UK’s wealth potential?
An interesting January 2025 report from Abrdn suggests culture could affect your financial decisions more than you think. Indeed, a lack of investing culture in the UK was linked to a relatively small portion of personal wealth being invested in equities when compared...
How financial planning could help you overcome decision paralysis
How long do you leave essential tasks on your to-do list? If you’ve put off tasks because they feel overwhelming, you’re not alone, but delays could be harmful. Read on to find out how financial planning may help you overcome decision paralysis. According to a January...
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.
01245 984546
