News & Blog
Unsure how to access your pension at retirement? Here’s what you need to know
It’s been a decade since Pension Freedoms legislation gave retirees more choice. Yet rather than relishing the freedom the changes have provided, research suggests workers are approaching retirement unsure about the decisions they need to make. Data published by...
Guide: Planning for a longer life: Wellbeing tips and financial management strategies
Average life expectancies have increased significantly in recent years, both in the UK and the rest of the world. While people living longer is always good news, it also brings new challenges for your health and, crucially, your finances. Maintaining your physical and...
Planning ahead: Why a Lasting Power of Attorney is just as important as a will
This guest blog was written by Aquabridge Law – a multi-disciplined law firm bringing together experts from a range of backgrounds to offer something different from the traditional model. Whether you need support with your business or personal matters, their team...
With dementia diagnoses rising, here are 4 ways you can financially prepare
A diagnosis of dementia, whether your own or a loved one’s, can turn your world upside down. While the emotional effects of the condition are significant, it also raises practical questions, including regarding your long-term financial wellbeing. Taking steps early,...
4 reasons why becoming a carer might mean it’s time to rethink your finances
Care doesn’t always come in the form of a healthcare professional or a clinical setting. Often, it’s offered by someone close to the person being cared for, perhaps a spouse, a child, or a friend. Indeed, according to the Office for National Statistics (ONS), the...
5 key stages of life when financial planning is valuable
Financial planning is rarely a one-off event. Rather, it's a lifelong process that evolves alongside your personal and professional journey. At every major life stage, your goals, risks, and responsibilities shift. As such, your financial plan will also need to adapt...
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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