Free Initial Consultation

We make you
Smart and Confident
about your finances for the future

 Independent financial advice throughout North Yorkshire and West Yorkshire

Get In Touch

News in Focus

Your Wealth Newsletter

ARE YOU READY FOR 'THE GREAT WEALTH TRANSFER'?

Over the next three decades, the asset-rich 'Baby Boomer' generation is expected to pass down a record-breaking amount of wealth to their often debt-saddled and rent-paying Millennial and Generation Z offspring.  Money matters are never the easiest topic, but if this intergenerational wealth transfer is to be handled successfully, families need to start discussing it.

PASSING ON THE POUNDS

Baby Boomers, the wealthiest generation in history, are ageing.  This will mean substantial growth in the yearly number of inheritances and financial gifts to offspring. Economists and financial observers have dubbed this intergenerational movement of money 'The Great Wealth Transfer'.

Your Money Newsletter

DON'T LET 'DECISION FATIGUE' IMPACT YOUR FINANCES

A recent survey has found that people in Britain suffer from 'decision fatigue' when it comes to financial planning.


Lack of time and mental space for tackling difficult money issues means that less important decisions are prioritised instead.  Over half (52%) of survey participants said they would make time to compare holiday destinations but only one in here (29%) said the same about considering pension options.

Company News

 Get in touch with us, in Harrogate, North Yorkshire and Wetherby, West Yorkshire, to get hold of specialist financial advice.

Get In Touch