Financial wellbeing is about having security and control over your finances and having the knowledge and reassurance that you have enough money to meet your needs. Take a read for some tips and guidance from Ed and James, our new Chartered Financial Planners. 

A public finance boost of £25-30bn gave the Chancellor some wriggle room when he presented his Spring Statement, but how did he use it? You can read some of the key highlights here and also download our Spring Statement Summary.

Having an open conversation with your family about your wishes should the unmentionable happen, is one of the most important aspects of financial planning. Does your family know of your wishes? Do they know where to go to access information about your finances?

Over recent weeks we have all been horrified at the situation that has developed in Ukraine. During times of uncertainty like this, stock markets generally become more volatile as investors consider the potential implications for markets and companies. Read our latest update for investors during these uncertain times.

Show yourself some love this February by growing your opportunities after retirement. Managing your finances is a very important step towards self-love and improvement. Do you have several pensions set up from previous employers? Daniel Barrett has some useful advice about the process of pension consolidation. 

This blog provides an insight into our new Chartered Financial Planners, Edward Backhouse and James Potter. We look into their journey and why they decided this career was the one for them.

Have you pledged to improve your finances this year? Now we are nearing the end of January, don't let your resolutions slip, we have some tips to help you stick to achieving them!

With a LIFT-Financial adviser on your side, you may be able to retire earlier than you expected! Is 2022 the year you will begin to prepare for your retirement, Ross Glanfield offers some guidance in this blog. 

As we step into 2022, find out more about the many services we offer that could help you take control of your finances.

Having spent a lifetime accumulating assets out of taxed income and paying tax on interest, dividends and capital gains, the final insult is surely a demand from HMRC for 40% of the value of your taxable estate at a time when your family least need it...