Retirement Planning
There's a whole lot to think about when you're planning for retirement.
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Article
Unpacking the Autumn Budget 2025: The key announcements from Chancellor Rachel Reeves 4 min read
26/11/2025
Our roundup of the Autumn Budget changes most likely to affect your financial plan.
Blog
Financial Services Compensation Scheme limit rises to £120,000
As of December 1st, the Financial Services Compensation Scheme limit will rise to £120,000 from the current rate of £85,000.
20/11/2025
2 min read
Blog
5 top financial planning tips for the self-employed
Are you self-employed? If so, it’s essential to be proactive about your finances.
06/11/2025
4 min read
Blog
Talk to us about taking financial advice – book a free consultation
Organising your personal finances is important to you, and that’s why we believe the process begins with getting to know you – understanding your needs and goals, while you get to know us.
04/11/2025
3 min read
Article
The power of introductions
When I get introduced to the friends, family, and the colleagues of clients, it is a great compliment and a tremendous responsibility that I never take lightly.
01/11/2025
2 min read
Blog
How Premium Bonds compare to Stocks & Shares ISAs
More cuts to Premium Bonds: Why a Stocks & Shares ISA could be the smarter choice.
16/09/2025
3 min read
Blog
Just switched jobs. How will my new role affect my finances?
How should you prepare financially for a new job or career change? We have put together a comprehensive list of financial planning must-dos when you move company, change career or get a promotion.
23/06/2025
4 min read
Article
Ten higher-rate tax saving tips and strategies
A further 2.7 million people, according to the Office for Budget Responsibility (OBR), will be paying higher rate tax by 2028/29 due to frozen tax thresholds.
28/04/2025
4 min read
Financial Planning
Tax rates & allowances
How much tax do we pay? This page summarises the main rates and allowances. The current tax year runs from 6 April 2025 to 5 April 2026.
01/04/2025
5 min read
Blog
Topping up your state pension: Don’t miss the deadline
A deadline of 5th April has been set for people to check their National Insurance records and fill in any gaps going back as far as April 2006.
11/03/2025
3 min read
Blog
Tax year end 2024/25 | Important dates
One month to make the most of your pension and ISA allowances.
05/03/2025
2 min read
Guide
The Good Guide to Financial Wellbeing for Women
It is really important that we take control of our own finances, and do it as early as possible.
Guide
Blog
Bringing your pensions together
Transferring all your pensions into one could save time and provide a clearer picture when you’re making retirement plans.
10/02/2025
4 min read
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