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3 useful options you may want to consider when passing on assets to your loved ones

Published: May 7, 2024 by Jennifer Armstrong

There’s more than one way to pass on wealth to your family. Which option is right for you could depend on a range of factors, from whether your loved ones could benefit from support now to the implications of Inheritance … Continue reading

4 compelling reasons you might want to consolidate your pension

Published: by Jennifer Armstrong

It’s been more than a decade since auto-enrolment was introduced, and now most workers automatically become members of their employer’s pension scheme. While more people saving for retirement is excellent news, it could mean you end up juggling multiple pots. … Continue reading

The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth

Published: by Jennifer Armstrong

Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next few months, you can read our blog to discover exactly why a financial plan that’s … Continue reading

Complex incomes lead to majority of high net worth borrowers facing mortgage rejection

Published: April 9, 2024 by Jennifer Armstrong

A lender rejecting your mortgage application can be stressful and time-consuming, and it might even mean you miss out on buying your dream home. A survey has found that most high net worth individuals aren’t securing their preferred mortgage. Read … Continue reading

Investment market update: March 2024

Published: by Jennifer Armstrong

While inflation continues to be a challenge for many economies, there are positive signs in the UK and around the world. Read on to find out what may have affected stock markets and your investment portfolio in March 2024. Remember, … Continue reading