Wimbledon's Leading Firm of Chartered Financial Planners

A guide to Premium Bonds as NS&I announce 1.4 million unclaimed prizes

NS&I (National Savings and Investments) has revealed that there are currently 1.4 million unclaimed prizes from Premium Bonds, totalling more than £58 million. That’s potentially a life-changing amount of money which is left waiting for the lucky winners to discover. If you have Premium Bonds, why not take this opportunity as a reminder to check […]

Pretirement: Why work during retirement?

‘Pretirement’ might sound like an early retirement, but it’s anything but. In fact, ‘pretirement’ is a term coined to describe the act of easing into retirement; or working beyond State Retirement Age. This could be full-time, part-time, or on a consultancy basis. Of those reaching the age of 65 in 2018, 50% will enter ‘pretirement’, […]

10 signs it’s time to get financial advice

How often do you wake up with the intention of getting financial advice as your number one priority? For almost everyone, the answer is never. Rather, the urge to seek financial advice is usually triggered by an event, or idea. According to research from the Financial Conduct Authority (FCA), less than one in 10 UK […]

The importance of independent living in retirement

According to research from retirement accommodation specialists Anchor, the way living in old age is perceived by society could be completely out of line with what retirees actually want. For older people, being able to make their own decisions regarding care is one of the most important aspects of independence. The research shows that 94% […]