News & Blog
Why taking your pension as a lump sum could leave you with a huge tax bill
Taking a lump sum out of your pension could provide you with more financial freedom. Yet, it could also land you with a large and unexpected tax bill. Read on to find out what you need to know about tax and withdrawing lump sums from your pension. Your pension...
Investment market update: July 2024
In July, the markets were affected by general elections taking place in the UK and France, and the ongoing presidential campaign in the US. Read on to find out what else affected investment markets in July 2024. Uncertainty and numerous other factors may affect the...
9 award-winning books to add to your bookcase this year
When was the last time you got lost in a great book? Every year, National Read a Book Day celebrates the incredible benefits of reading. From reducing stress to improving your memory and concentration, reading is the perfect hobby to pick up if you’re looking for a...
Why tuning out political speculation may help you stick to your financial plan
In a historic victory, the Labour Party won a majority in the 4 July 2024 general election. After 14 years of Conservative government, you might be wondering what the change means for you and your financial plan. Since Keir Starmer took office, a day has barely passed...
Inheritance Tax: The basics you need to know about the “death tax”
Often dubbed “death tax” or “Britain’s most-hated tax” in the media, Inheritance Tax (IHT) may seem complex, and you might be unsure if it’s something you should consider as part of your estate plan. Over the next few months, you can read about the essentials you need...
Guide: How an Olympic mindset could help you manage your finances effectively
What makes an Olympian? Natural talent or the hours put into training might be the first things that come to mind. However, their approach and mindset play an important role in their achievements too. An athlete’s mentality will have a huge effect on how they pursue...
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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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