Read all about it
If it’s in the news and it relates to our services, clients and latest trends in Financial Planning, you’ll find it here.
Our experts are certainly not short of opinions and are always happy to share any new insights they have on all matters to do with your future financial wellbeing.
If you’d like to know more about any of the issues highlighted in these articles, just ask.
Are you ready for retirement?
From our experience, working with clients allows us to prepare them for the monetary implications of retiring and know what their future looks like financially. Where it takes a little more planning is the emotional side of retirement – and this is an area often ignored.
Five ways to reduce money stress
Money is one of the most stressful things that we deal with on a day to day basis. We take a look at ways to cope with the stress and improve your finances. As always, don’t hesitate to contact us if you would like to discuss this in more detail.
Coronavirus - Market Update
There is no escaping this in the media at the moment. We hope that it will be resolved soon but the effect it has had on economy is going to take a while longer to rectify. Ben Johnson, Head of Regional Sales at Rathbones has provided us with this useful update.
Broadway Bulletin – Summer 2019
Welcome to our Summer edition of our newsletter and it seems we are finally enjoying some beautiful weather.
What to do with a lump sum payment after divorce
Lump sum payments are a useful way of obtaining a clean break, as it means no future financial ties between you and your ex-partner. The following points are important to consider if you are unsure as to what your options are.
Considering divorce: what happens next?
For most, considering divorce is a very difficult decision to make. If you are thinking about starting the process here are a few things that we suggest you should think about first:
How a Divorce or Separation Can Affect Your Finances
The cost of a divorce is unlikely to deter a couple that truly need to split, but they should still be aware of just how great the expense can be. In some cases, the financial consequences can set a person back decades.
Tax Year End Planning 2019
With the end of the tax year just around the corner, we thought it would be helpful to remind you of some of the planning techniques used by us with clients to maximise tax allowances available. Whilst most of our clients will have already used these through the planning process, we’ve created a checklist of our top tax year-end planning opportunities to pass on to friends or family.
5 questions to ask your employer about your pension
If you are already a part of a work place pension or if you’ve just started a new job, it’s a good idea to get a understanding of the scheme they are offering. We believe that the following questions are important and could make a significant difference to your pension.
Are you ready for retirement?
From our experience, working with clients allows us to prepare them for the monetary implications of retiring and know what their future looks like financially. Where it takes a little more planning is the emotional side of retirement – and this is an area often ignored.
State Pension
Many people are unsure about if and how they will qualify for a state pension and, due to ever changing dates, are uncertain as to when they will receive it. I have tried to explain in simple terms how the state pension works and if you can expect one upon retirement or if not what you can do.
Cash is not King
We are very conscious from the conversations that we have been having with clients that this is a very unsettling period and one which hasn’t been experienced for some time. Often clients are concerned about drops in investment values and are wondering what the alternatives might be to provide them with reassurance that they are not staring into the abyss.