News & Blog
Intergenerational wealth planning: Your options when passing on wealth to the next generation
Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. There’s more than one way to pass on wealth to your...
5 powerful reasons to learn more about your pension today
For many people, their pension is a crucial part of their retirement plan. With Pension Awareness 2023 starting on 11 September, it’s the perfect time to learn more about your pension savings. Despite pensions often being essential for reaching retirement goals, a...
Why emotional decision-making could be costing you investment returns
It can be difficult not to let your emotions influence the decisions you make. When investing, emotional decision-making could be harming your portfolio’s performance and your ability to reach your goals. While you try to make investment decisions based on logic and...
This 1 surprising trick used by Ernest Hemingway could improve your productivity
Do you want to boost your productivity at work and get a head start on the day? There are plenty of tips out there for making the most of your time and improving your focus. But one tip shared by the first Trust Fellow at Oxford University might surprise you. Speaking...
Choosing the right financial protection while paying a mortgage could boost your mental health
When you think about the benefits of financial protection while you’re taking out a mortgage, you could be overlooking one of the most valuable aspects – it could support your mental health. It’s common to consider your financial resilience when you’re paying a...
A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors
Visiting the supermarket to pick up a few items or do your weekly shopping is so common it can be difficult to imagine life without this convenience. Yet, it wasn’t too long ago that the first supermarket was opening its doors in the UK. And looking back offers an...
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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