Mounty with a briefcase

Maximising your State Pension

Financial Planning
Following the Chancellors budget last week, the full state pension will rise by 8.5% to £11,541.90 for the 2024/25 tax year. The triple lock increases the state pension by the…
Couple looking at paperwork for financial future

Thinking About the Big Picture

Financial Planning
I recently spoke with a potential client seeking investment advice. While this is a straightforward request, as an Independent Financial Adviser, it is important to consider the client’s broader circumstances…
Inflation Falls....

Inflation Falls….

Markets
The latest data from the Office for National Statistics (ONS) shows that UK inflation eased in October 2023, but remains elevated. The Consumer Prices Index (CPI) rose by 4.6% in…
office meet room

Office Refurb Complete! ✅

General News
We are delighted to announce that our offices have been fully refurbished now! 🏢 This means that visiting clients will not have to scale the “very steep” stairs anymore. Unless…
FOMO

How to Avoid FOMO!

Markets
FOMO is the fear of missing out. One of the biggest mistakes that consumer based investors make is trying to time the markets. Missing the best days hurts… A study…

Plan today for a brighter tomorrow