Wimbledon's Leading Firm of Chartered Financial Planners

Five beautiful travel destinations to kick-start retirement

For many wanting to kick off retirement in style, travel is among their priorities. Perhaps you’re hoping to explore a new destination or want to relax on the beach. A trip away from your usual surroundings can be an excellent way to celebrate the milestone and mark the start of having more free time on […]

Exiting a business: Six steps you should take to prepare

Are you thinking about selling a business? It’s often a difficult decision that comes with challenges. As well as the practical challenges, there are likely to be emotional ones too. After all, it’s your business that you’ve spent countless hours building up to get to this point. Setting out the steps you need to take […]

Why you should link lifestyle goals to a financial plan

When you think about the goals you hope to achieve, do you have a clear plan in place for the cost of doing so? Without a blueprint to follow, it can become all too easy for goals and opportunities to pass by whilst focussing on the day-to-day. You might have a range of goals that […]

The effect the media has on your financial decisions

In the digital age, it’s impossible to escape the media. But you might not realise the influence it’s having on your financial decisions. Often, it’s subconscious, but being aware of the impact it could be having mean you’re in a position to better understand the decisions you’re making and ensure they’re right for you. The […]

Trusts: What are they and what are they used for?

A trust may be one of those financial tools you’ve heard of but know little about. In some circumstances, they can be an excellent way to help manage assets and reduce tax liabilities. However, it’s important to understand what they are and where setting up a trust can be useful before proceeding. What is a […]

The challenges of balancing different goal time frames

When you think about financial and lifestyle goals, there are probably several, each with a different timeframe. Juggling them and weighing up your priorities can be challenging. Should you focus on paying off your mortgage quickly now, or saving into a pension for retirement that’s still many years away? With conflicting goals, it can be […]

What’s pound cost averaging and how does it work?

When investing, there are numerous questions to answer, from how much risk you want to take to how much you’ll invest. Among these is how you’ll build up your portfolio. There are essentially two options to consider: deposit a single lump sum or drip-feed investments on a regular basis, known as pound cost averaging. Pound […]

Thinking about accessing your pension at 55? You need to consider the MPAA first

With pensions available to access and spend from the age of 55, you may decide you want to make one or more withdrawals before you give up work completely. However, there are a number of things to consider before proceeding, including the Money Purchase Annual Allowance (MPAA). First, it’s important to understand how accessing your […]