News & Blog
Longevity expert says improving your wellbeing could boost your “healthspan”
Huge leaps in medical advancements mean we’re living longer. Yet, poor health can present challenges in later years. According to a longevity expert, there are steps you can take that could improve your quality of life. Government statistics show that since the 1920s...
Remortgaging: The essential steps you should take when your mortgage ends
If your mortgage deal is coming to an end or it’s already expired, you should consider remortgaging. This guide reveals the essential things you need to know. The government previously estimated 57% of fixed-rate mortgages ending in 2023 had an interest rate below 2%....
4 essential estate planning steps you should take if your family is blended
If you’re part of a blended family, it can make some decisions more complex, especially when you start to consider how to pass on wealth and provide for the people that are important to you. Don’t ignore the potential challenges, as being proactive could improve the...
Why inaction is a crucial part of successful investing
When you think about investing, it’s probably the actions you take that come to mind. That could be researching a fund or actively investing in a company by purchasing shares. However, the steps you don’t take are just as important for your portfolio to be successful....
7 beautiful European destinations if you want to explore nature
It’s that time of the year when you may be dreaming about booking a summer holiday. The warmer weather is the perfect opportunity to get outdoors and explore nature. You don’t have to go on a long-haul flight to experience incredible landscapes – these seven...
5 compelling non-financial reasons to work with a financial planner now
When you first seek financial advice, your goal may be to grow your wealth or make the most of tax-efficient allowances. A financial planner can provide support in these areas, but the benefits could have a much larger effect on your life and wellbeing. A survey...
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.
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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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