News & Blog
5 practical steps you could take this year if you want to retire in 2024
Every year thousands of people retire. It’s a milestone that you might be looking forward to in 2024 with excitement. It’s also a life event that you may feel nervous about. Spending some time preparing for the next chapter of your life could mean you feel more...
2 key reasons why you may want to update your plan during a financial review
Regular financial reviews may help keep you on track to meet your goals and give you confidence in the steps you’re taking. As well as reviewing your assets, you might also want to make changes to your plan. Last month, you read about why you shouldn’t skip your...
7 useful questions if you plan to take a flexible income from your pension
When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits your needs through flexi-access drawdown. A flexible income puts you in control and means you can adjust how much you withdraw from...
5 practical ways financial planning can support you through divorce
Divorces can be incredibly complex, even when you take out the emotional aspects of separating from your partner. And, unravelling a married couple’s finances during a divorce can be far more complicated than it first appears. This is where financial planning can play...
6 helpful financial steps to take if you’re dealing with the loss of a loved one
The days, weeks, and months after losing a loved one are some of the toughest periods you’ll ever go through. With someone who has played a significant role in your life no longer around, it can be hard to do some of the most basic tasks. Consequently, dealing with...
What my nighttime fall can teach you about organising your finances now
As I recently discovered, the unexpected can happen at any time. After waking up in the middle of the night, I headed to the bathroom. However, on my way back to the comfort of my bed, I lost my footing and fell, cutting my head on the corner of a cabinet. Although...
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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