Thousands of athletes are descending on Paris for the 2024 Olympics this summer. It’s not just natural talent and a dedication to training that’s helped them reach this incredible goal, but their mindset too. Discover some of the powerful Olympic lessons you could apply to managing your finances in this useful guide.
Resources
We make you Smart and Confident
about your finances for the future
Resources
Independent financial advice throughout the UK
The 3 "must knows" to make your money work harder
Please accept marketing cookies to view this video.
Are you a Business Owner who wants to reduce their corporation tax bill
Please accept marketing cookies to view this video.
Are you sick & tired of receiving low interest on your cash savings?
Please accept marketing cookies to view this video.
The 4 steps to make your money work harder
Please accept marketing cookies to view this video.
How much money do you need to retire at 65 with £24k of income?
Please accept marketing cookies to view this video.
Three reasons you are failing to save and how to fix them
Please accept marketing cookies to view this video.
How much income will my pension give me in retirement?
Please accept marketing cookies to view this video.
How does a Stocks and Shares ISA work?
Please accept marketing cookies to view this video.
It's not worth saving into a pension...or is it?
Please accept marketing cookies to view this video.
Company News
- 23/07/2024 - Lottie Kent 0 CommentsGuide: How an Olympic mindset could help you manage your finances effectivelyRead More
- 18/07/2024 - Lottie Kent 0 Comments3 key questions your divorcing clients may ask you, and how a financial planner could help answer themRead More
Discover three key questions your divorcing clients may ask you about managing their finances. A financial planner can offer the help they need at this difficult time.
- 18/07/2024 - Lottie Kent 0 Comments“Finfluencers” – harmless fun or a danger to your clients’ money?Read More
Find out how social media "finfluencers" could be affecting your clients’ financial wellbeing and discover three ways you could help them protect their wealth.
- 16/07/2024 - Lottie Kent 0 CommentsWomen and Divorce: How to avoid 4 common financial mistakesRead More
For women going through a divorce, careful planning is crucial to protect your future financial security. Discover four common financial mistakes to avoid.
- 16/07/2024 - Lottie Kent 0 CommentsHow to overcome loss aversion and achieve your financial goalsRead More
Is a fear of loss driving your financial decisions? Discover three practical steps you could take to overcome loss aversion and progress towards your financial goals.
- 11/07/2024 - Lottie Kent 0 CommentsThe essential guide to mortgagesRead More
Reviewing mortgage options can be overwhelming, whether you’re a first-time buyer or are expanding your property portfolio. This handy guide covers the essentials you need to know when you’re comparing different deals to help you find the one that’s right for you.
- 11/07/2024 - Lottie Kent 0 CommentsGuide: 7 valuable behaviours for successful investingRead More
What do you need to do to invest successfully? Choosing the “right” assets might come to mind first. However, one important aspect you might overlook is your behaviour and mindset. Read our useful guide to discover which investment behaviours could improve outcomes.
- 27/06/2024 - Lottie Kent 0 CommentsGuide: How to find purpose and get the most out of your retirementRead More
Getting the most out of your retirement is about more than organising your finances. Finding your purpose and considering what makes you happy could help you enjoy the next chapter of your life. Discover some of the steps you can take to embrace retirement.
- 26/06/2024 - Lottie Kent 0 CommentsWhat the 2024 general election could mean for your financesRead More
The UK goes to the polls on 4 July with the economy a key battleground. Here’s what the 2024 general election could mean for your finances.
- 20/06/2024 - Lottie Kent 0 CommentsWhy divorce can play a major part in exacerbating pension inequality in the UKRead More
Research shows women have to work for 19 more years to generate the same retirement savings as a man. Here’s how divorce can exacerbate pension inequality.
- 20/06/2024 - Lottie Kent 0 Comments3 overlooked financial vulnerabilities your divorcing clients could be exposed toRead More
Financial vulnerability is something that many divorcees, particularly women, experience. Learn three vulnerabilities that could affect your divorcing clients.
- 19/06/2024 - Lottie Kent 0 CommentsHow to teach your primary-aged children and grandchildren about money, and why it mattersRead More
Research shows that 5.4 million children may lack essential money skills in adulthood, so read five tips to help you teach your children valuable money lessons.
- 19/06/2024 - Lottie Kent 0 CommentsMenopause and money: 4 practical steps to help protect your financial planRead More
With 1 in 10 women forced to give up their job due to debilitating menopause symptoms, find out four practical steps you could take to protect your financial plan.
- 19/05/2024 - Lottie Kent 0 CommentsYour useful guide to Lifetime Allowance Protection and Pension Sharing OrdersRead More
Rules governing how Pension Sharing Orders might affect pension Lifetime Allowance Protection can be tricky to navigate. Here’s a useful explainer of the key issues.
- 19/05/2024 - Lottie Kent 0 Comments5 simple ways to help improve your clients' financial wellbeing on divorceRead More
Your clients could be experiencing a knock to their financial wellbeing during a divorce. Here are five ways you could help improve it over the long term.
- 13/05/2024 - Lottie Kent 0 CommentsMoney mindset: How to change your thinking and achieve your financial goalsRead More
Find out what your "money mindset" is and learn how to create a more successful way of thinking that could help you achieve your long-term financial goals.
- 13/05/2024 - Lottie Kent 0 Comments2 powerful ways to boost your investing confidence as a divorced womanRead More
Divorce can knock your self-esteem, especially as a woman. Learn two powerful ways to boost your investing confidence as a divorced woman here.
- 17/04/2024 - Lottie Kent 0 CommentsThe top 3 financial challenges facing divorced women in 2024Read More
Read about the top three financial challenges facing divorced women in 2024 and discover practical steps your clients could take to tackle them.
- 17/04/2024 - Lottie Kent 0 CommentsWhy the Duxbury calculation should be a starting point, not the answer, for separating couplesRead More
When it comes to determining a lump sum payout on divorce, the Duxbury calculation is a common place to start – but it has limitations. Find out more in this useful guide.
- 17/04/2024 - Lottie Kent 0 Comments3 helpful estate planning tips for blended familiesRead More
Blended families can be vulnerable to inheritance disputes when a person passes away. Discover three estate planning tips for a smooth transition of assets.
- 17/04/2024 - Lottie Kent 0 Comments3 important reasons for women to keep saving for retirement during and after divorceRead More
The financial effects of divorce often continue after the legal part is over. Here are three reasons for women to prioritise retirement savings when divorcing.
- 17/08/2021 0 CommentsEarly financial advice vital in divorce negotiationsRead More
Dealing with financial problems for the first time can be extremely daunting and when they are part of a divorce settlement the emotional pressure can seem overwhelming
- 29/06/2021 0 CommentsAre you getting the financial settlement you need from a divorce?Read More
A quick Google search shows that 42% of marriages in the UK end in divorce, but with the additional pressures that COVID-19 has presented the nation, this figure is likely to increase.
- 29/06/2021 0 CommentsTop six financial mistakes women make in divorceRead More
Some 42% of marriages in England and Wales end in divorce and many make big mistakes when dividing the assets. What seems like a good idea for the short term, may have a detrimental effect in the longer term.
- 28/06/2021 0 CommentsHome comfort is not always best when dealing with divorceRead More
Women often have an emotional attachment to the family home when dealing with divorce but this can have disastrous financial consequences.
In my experience, women often ignore the question of their partner’s pension and, understandably, focus on the family home which provides security at a very difficult time even though it may not be the right thing to do for their long term financial health.
- 05/11/2020 - Lottie Kent 0 CommentsSet your savings alight this Bonfire Night?Read More
How often do you receive a bank statement for a savings account and feel deflated when you see the measly amount you have earnt in interest? You are not the only one…
- 24/08/2020 - Lottie Kent 0 CommentsSick and tired of earning no interest on your business account?Read More
Many companies hold cash on deposit as they have no immediate plans for it which means over the years substantial sums tend to build up. But given falling interest rates and rising inflation option is becoming less attractive, so here are a few ideas things that may help…
- 18/10/2019 - Lottie Kent 0 CommentsWe never thought we would make it into the paper next to Nigel Farage...?Read More
Why a good financial adviser can be as useful as a Sat Nav...
- 20/03/2019 0 CommentsFinancial Planning Tips to act on before 5th AprilRead More
With the end of the tax year looming (5th April), now is the perfect opportunity to make use of any tax or personal allowances that you have not yet used. But be quick, as many are “use it or lose it”.
- 06/03/2019 0 CommentsWhat Does A Financial Adviser Do & Do I Need One?Read More
A good financial adviser is like a good mechanic: you likely will need one at some point in your life, it could save you a sizable chunk of money, and many people have no clue where to start when it comes to finding one.
- 14/02/2019 - Lottie Kent 0 CommentsWe are in the paper....Do you (or your family) need to avoid Inheritance Tax quickly?Read More
Many people think that the only way to avoid Inheritance Tax (40%) is to gift money out of their estate or put the money into trust. But there is another way.
- 05/02/2019 - Lottie Kent 0 CommentsBREXIT - Investing in Uncertain Times...Read More
Following the rejection of the Government’s proposed EU withdrawal agreement on 15th January, there remains the possibility of the UK leaving the EU without a deal.
- 18/01/2019 0 CommentsWe are in the paper - Pension savings: tips for how to keep yours on track...Read More
A simple pension “health check” will help keep you on track for retirement.
Get in touch with us, either for a virtual meeting or in our main offices in Chichester or Wetherby, to acquire unparalleled financial advice services.