Updates

Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

New Year, New Goals and Five Actions to Kickstart the Year

by Amy Nechat • Friday, 22nd January 2021 • Blog posts, Financial Planning

Financial Goals for 2021 To achieve financial goals, you first have to set them. Spend some time focusing on what you want to achieve this year, but also think about what you’d like to achieve long term. Maybe this year’s goals are the first steps to achieve those bigger… Read More

Why is Lasting Power of Attorney so important?

by Amy Nechat • Thursday, 3rd December 2020 • Blog posts, Financial Planning

High profile cases highlight the importance of Lasting Power of Attorney Often people think about putting in place Lasting Power of Attorney for an elderly relative. However, we recommend each and every one of our clients have these documents in place to ensure financial security and control in the event… Read More

We’re celebrating!

by Amy Nechat • Friday, 27th November 2020 • Blog posts, Financial Planning, What we've been up to

We’re celebrating! We’re delighted to share that we’ve been awarded ‘Excellence in Client Service’ from International Adviser Best Practice Awards 2020! This time last year we celebrated winning ‘Best Adviser Support Team’, International Adviser Best Practice Awards 2019, so to win again is fantastic. The judges commented that Jane Smith… Read More

We’ve got lots of news to share!

by Amy Nechat • Friday, 13th November 2020 • Blog posts, COVID-19 updates, Financial Planning, Office notices, What we've been up to

Business as usual We had hoped not to be writing to you from another Lockdown situation, but here we are again. Whilst we understand it’s hard for many, we are fortunate to be well set up working from home. We had started to return to the office and managed… Read More

It’s World Financial Planning Day!

by Amy Nechat • Wednesday, 7th October 2020 • Blog posts, Financial Planning

This week marks Financial Planning Week in the UK, whilst today, 7th October 2020, is World Financial Planning Day. We’re proud to be supporting this initiative, sharing all sorts of useful content throughout the week. For those of you that are social media users, you’ll be able to follow our… Read More

What matters most

by Amy Nechat • Friday, 2nd October 2020 • Blog posts, Financial Planning

As financial planners we know how important it is to get to know you. It’s an ongoing mission to make sure we understand what you need from us now, as well as how your life may change in the future, so we can meet your requirements today and anticipate your… Read More

4 top tips on what to do in the first 30 days of your retirement

by Amy Nechat • Tuesday, 15th September 2020 • Blog posts, Financial Planning

So, you’ve decided when you’re going to retire. You know what you’re going to do in the days leading up to your final day in work. You might even have some long term goals that you know you want to achieve during the years of retirement you have ahead of… Read More

5 steps to bring your dream of early retirement closer

by Amy Nechat • Tuesday, 15th September 2020 • Blog posts, Financial Planning

Do you find yourself counting down to Friday each week – even when it’s only Monday morning? Do you wish you could ditch the daily commute and long hours at the office? Have you got a secret desire to drive across America or buy a second home in the South… Read More

An update on the witnessing of wills

by Amy Nechat • Friday, 28th August 2020 • Blog posts, Financial Planning

Matt Parr of Shakespeare Martineau was kind enough to write an article for our latest newsletter, summarising the importance of, but also how it’s still possible in the current climate to have both Wills and Lasting Power of Attorney drafted. Within a few days, showing how quickly things can change… Read More

The UK is in a recession, but remember, you’re in it for the long term!

by Amy Nechat • Friday, 14th August 2020 • Blog posts, COVID-19 updates, Financial Planning

You will no doubt have seen and heard the news that Britain has entered the deepest recession since records began as figures were released for the three months to June. Going forward, unemployment levels are expected to increase and there are concerns about a “second wave” of infection and further… Read More

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