News & Blog

Portfolio diversification: the “only free lunch in investing”

Diversification is often referred to as the “only free lunch” in investing because of its double benefit of managing risk and offering the potential for growth. By spreading your investments across a variety of asset classes, regions, and sectors, you reduce your...

6 steps to help you take control of your finances after the death of a spouse

Adjusting to a new life after the death of your spouse or partner can be a difficult journey. Beyond the emotional pain of grief, you may also find yourself facing responsibilities and decisions that once were shared or that your partner had always managed. One...

3 ways to use your estate plan to support vulnerable beneficiaries

A well-designed estate plan can help ensure that you have control over how your wealth is managed and distributed after you pass away. While it’s always a good idea to make plans for how your legacy will support your beneficiaries, it can be especially valuable if...
Investment market update: January 2024

Investment market update: January 2024

While a new year started, many of the key factors affecting economies and markets in January were the same as those in 2023, namely high levels of inflation and recession fears. The World Bank warned the global economy is set to slow for a third successive year in...

8 fascinating biopic films you can watch right now

8 fascinating biopic films you can watch right now

Biopic films are a brilliant way of learning more about your favourite historical figures. Packed with drama and fascinating insight into the lives of icons and celebrities, they can be a source of endless entertainment as well as the ideal way to delve into the past....

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.

Get in Touch

Saxon House, 27 Duke Street, Chelmsford, CM1 1HT

01245 984546

hello@solusfinancial.co.uk