Tag Archives: Financial Planning

Top 10 Tips – Financial Planning

Top 10 Tips – Financial Planning  If you are planning on taking control of your finances and looking for some pointers on how to get started here are our top 10 tips to help you. 1 – Have a plan  It … Continue reading

Posted in Family Business, Financial Planning, News, Retirement | Tagged , , , , | 2 Comments

4 tips for a successful exit strategy

If you are a business owner, even a relatively young business owner, then it’s very possible that getting out of your business may have crossed your mind at some point. After all, none of us want to work forever, and … Continue reading

Posted in Business Owner, Exit Planning, Family Business, Financial Planning, News | Tagged , , , | Leave a comment

Buy to Let vs Pension

Buy to Let vs Pension We often hear that people who have some excess money to invest are drawn into a Buy to Let vs Pension argument and there are a wide range of opinions on this subject. Some giving … Continue reading

Posted in Financial Planning, Investments, Retirement | Tagged , , , | Leave a comment

When can I retire?

We are often asked “when can I retire?” when we meet with new clients, and there is a common misconception that the answer is when their State pension starts. Well it has far less to do with that than you … Continue reading

Posted in Business Owner, Exit Planning, Family Business, Financial Planning, News, Retirement | Tagged , , , , | Leave a comment

The Importance of Financial Planning

What’s the point of financial planning? The vast majority of people in the UK don’t use a financial planner. You might be one of them. There are usually two reasons why people don’t use a financial planner. Typically there are … Continue reading

Posted in Business Owner, Financial Planning, News, Retirement | Tagged , , | Leave a comment