News & Blog
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...
What the Back to the Future ripple effect could teach you about financial planning
It’s been 40 years since Back to the Future delighted cinema-goers with its time-travelling adventure. Teenager Marty McFly discovers the power of the “ripple effect”, and it’s something that could be valuable when you’re creating a financial plan as well. One of the...
Investment market update: May 2025
Uncertainty continued to lead to market volatility in May 2025. However, there was some good news for investors as some markets recovered the losses they experienced in April 2025. Read on to find out more and what factors may have influenced your portfolio’s...
3 valuable ways a financial plan could help you navigate a relationship breakdown
A relationship breakdown is never easy to navigate. As well as emotional challenges, there might be complex financial obstacles you need to overcome. While sitting down to discuss your financial plan might be the last thing on your mind, doing so could offer...
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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