We readily trust medical professionals with our health and legal professionals with complex legal matters. Yet, some people hesitate when seeking advice on financial matters. This might be attributed to a few different factors.
Continue reading “Professional financial advice, where’s the value?”
Tracking down a lost pension pot can be daunting, especially if you’ve switched jobs multiple times throughout your career. The good news is that resources and strategies are available to help simplify the process.
Continue reading “How to find or trace a lost pension”
Pension drawdown is a flexible way of taking income from your pension, introduced after the pension freedom rules in April 2015. Before that, the government limited how much income you could take from your pension unless you had other sources of income, and annuities were commonly used to provide a guaranteed income for life.
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When it comes to charting your investment trajectory, a well-drawn roadmap can be an invaluable guide. By understanding your present financial standing and visualising your aspirations, you can devise a solid strategy to steer you towards your financial objectives.
Continue reading “Charting your investment trajectory”
It’s crucial to remember that saving and investing is not just about making money. It’s about making your money work for you to help you achieve your financial goals. Therefore, it’s important to have a clear understanding of what those goals are before you start investing.
Continue reading “Goals-based saving and investing strategy”
