News & Blog
How technology could be harming your investment decisions
Technology has made it easier than ever to invest and review the performance of your portfolio. Yet, it could also be harming your decision-making skills and the way you approach managing your finances. Understanding when and how technology has the potential to...
Are your money beliefs helping you make great financial decisions?
This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing...
6 common divorce questions answered
This guest blog was written by Stowe Family Law, the largest specialist team of family lawyers in the UK. The team includes divorce lawyers, forensic accountants, a dedicated children’s department, an adoption team, surrogacy law specialists, and an international...
3 self-assessment tax considerations you may need to be aware of
This guest blog was written by Viewpoint Accountants, which works with clients to ensure they have relevant, up-to-date financial information that allows business owners to make informed decisions. There are many reasons why you might complete a self-assessment tax...
The compounding effect: How it could boost or harm your finances
When a 1920s ad referred to compound interest as “the eighth wonder of the world”, the quote was left unattributed. But that didn’t stop it from becoming synonymous with the celebrated physicist, Albert Einstein. The link was likely intended to lend credibility to a...
Investment market update: April 2025
Once again, US president Donald Trump’s trade tariffs have affected investment markets throughout April 2025 and could have far-reaching implications over the coming months. Indeed, UN Trade and Development now predicts that global growth will slow to 2.3% in 2025,...
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.
01245 984546
