Wimbledon's Leading Firm of Chartered Financial Planners

The unexpected costs of parenthood

Children are not cheap. Whether your family is already growing, or if you are thinking of starting one soon, you have probably considered some of the obvious costs, such as private school and eventually, university. But what about those things that might not be so apparent? Research from American Express demonstrates one of these expenses; […]

Are you one of the 81% of grandparents who could be eligible for a pension boost?

Research from Halifax shows that 10% of grandparents help look after related children on a daily basis. If you are one of them, you could be eligible for credits which will boost the State Pension you receive later. They’re known as Childcare National Insurance Credits, and there are around 100,000 grandparents who are eligible to […]

Will you still be paying your mortgage at 70?

Research from Aegon has revealed that 14% of people believe that they will still be paying off their mortgage when they turn 70. The report suggests there are several reasons why people may be forced to continue paying a mortgage into retirement: Rising house prices: which mean people need to borrow bigger amounts of money […]

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% […]

The next generation: How much help should you give to children at uni?

Could you let your child struggle financially and fend for themselves, or is it your responsibility to make sure they are totally comfortable when they eventually enter the adult world? Potentially, you might think that neither of these is the right choice for you, and that a fairer, middle ground exists. But, whatever your attitude […]

Balancing investment risk in the years leading up to retirement

After working hard for many years and diligently saving, it is not surprising that many people begin to reign in the control they have over their capital as retirement age approaches. For instance, research from Retirement Advantage shows that, among those due to retire within 10-15 years: Around two fifths (39%) do not want their […]