I have a dedicated approach to achieving client objectives and ensuring that these continue to be achievable in the long term. We aim to provide ‘value for money’ and clear straight forward advice to all our clients. My 18 years experience within actuarial, investment management, banking, stockbroking and chartered financial planning practices has provided me with long experience in providing a first class advice and service proposition. Creating robust investment portfolios within tax efficient structures is at the heart of each clients strategy.
If you were a customer of Metro Bank, and you read the recent rumours surrounding the financial health of the company, you wouldn’t be blamed for wanting to withdraw your cash. While the rumours were quickly quashed by the bank, the incident once again reminded savers of the safety net offered by the Financial Services […]
Your pension is likely to be one of the biggest assets you ever own. So, it makes sense that you’d take advice from an expert before you come to draw it. However, new research from the Association of British Insurers (ABI) reveals worrying levels of people accessing their pension savings without advice, potentially putting a […]
Are you concerned about running out of money when you retire? If so, you’re not alone. A new survey by Aegon has revealed that two in five financial advisers say that their clients’ primary concern is running out of money after they stop working. And, a third of advisers (32%) said that their clients worried they […]
Whose responsibility is it to teach your children the financial skills they will need in later life? New research from a pension specialist has revealed that 94% of UK parents want their children to be taught more financial skills at school as part of the curriculum. Almost three-quarters of parents quizzed in the Portafina study […]
In VouchedFor’s latest guide, distributed by The Times on 24th March 2019, average total charges are quoted relating to initial and ongoing percentage fees and fixed fee structures. These produce an average cost of £6,079 for an investment of £100,000 over 5 years. For the same work, Depledge Strategic Wealth Management would charge £4,250 on […]
If you’re a busy professional, finding time to dedicate to pension planning can be difficult. But, with the new tax-year, there could be a number of people receiving an unwelcome tax bill after unintentionally overfunding their pensions. Whilst there is no actual maximum you can pay into a pension, the Annual Allowance is the cap […]
Our market commentary has taken a slight change in direction, as we will now be producing a quarterly update, looking back at some of the political, economic, technological and environmental events affecting markets in the past three months. After the challenges and volatility we witnessed in the last quarter of 2018, let’s take a look at […]