News & Blog
4 important financial planning steps to take if you’re recently widowed
You will have recently read of the tragic death of journalist and TV personality Michael Mosley. Mosley is survived by his wife of 37 years, Clare, and their four children. In a statement, Clare said: “It's devastating to have lost Michael, my wonderful, funny, kind...
Investment market update: May 2024
On the back of data showing some countries have exited recessions at the end of the first quarter of 2024 and inflation falling, several market indexes reached record highs in May. Read on to find out what else may have affected the markets and your investment...
What the 2024 general election could mean for your finances
2024 has been called “the year of elections” with an estimated 2 billion people around the world heading to the polls. Voters in the UK will have their say on 4 July. Now that each of the main parties has published their manifestos, here’s what the 2024 general...
5 breathtaking coastal walks you can take this summer in the UK
The UK boasts some of the most spectacular coastlines in the world. Trails across the country can take you through sleepy fishing villages, tumbling clifftops, and unique natural formations that are the stuff of legends. Though your adventure may depend upon the whim...
Guide: How to find purpose and get the most out of your retirement
Retirement might be a chapter of your life you’ve been looking forward to for years. Perhaps you’ve been daydreaming about how you’ll make use of the extra time, or you’ve already planned an adventure to kickstart your life after work. Yet, for many people, retirement...
Explained: When do you need to declare the interest earned on savings?
Rising interest rates have been fantastic news for savers. But it might have left you wondering if you need to pay tax on the interest you’ve earned, and how to pay it if you are liable. According to online bank Marcus, 71% of people were not aware that the interest...
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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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.
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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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