Have you asked your financial adviser these questions about your pension transfer?
We should start by saying that transferring your personal pension(s) from where they are currently held is not right for everyone, or for every pension scheme. When we investigate this for you, we provide unbiased, fact-based, recommendations, and will only ever recommend a transfer if it is viable and feasible to do so and represents …
How to pick winning advice
Many people find that, when it comes to planning and investing for the future, they could use a little help; usually this comes in the shape of a professional adviser. But how do you know whether your adviser has your best interests at heart, or is giving you the best advice for you? When it …
5 reasons to get a documented financial plan
We are not the only financial advisers who commend the benefits of having a documented financial plan. A quick Google on the importance of goals and their importance to success demonstrates why financial advisers are keen to help clients establish a documented financial plan. Despite popular belief, it is not because we love paperwork! It is …
How do you feel about risk?
There’s no one size fits all approach to determining your attitude to risk, but understanding how you view risk is crucial when deciding where and how you invest. With saving and investing comes inevitable risk; changing economies, shares going up and down in value, and the push and pull of organisational success and prevailing politics. …