3 October 2024
Kyle McGill: From teaching to banking to financial adviser
Kyle McGill financial adviser combines experience as an educator, private banker, and IFA to craft tailored financial plans for his clients.
3 August 2024
From TikTok to Truth: The risks of taking financial advice from social media
With high house prices, university fees, and a cost-of-living crisis, it's no surprise that more grandparents are gifting money to grandchildren.
20 July 2024
Paul Mullin: From the pitch to planning
Learn how Paul's sporting background shapes his approach to financial planning, helping clients secure their financial futures.
10 May 2024
5 reassuring tips to protect yourself from scams
With 1 in 8 high net worth individuals falling victim to scams, it’s important to be vigilant. Discover five ways you can protect yourself from scams
13 April 2024
Can I Afford an Independent Financial Adviser?
People who pay for financial advice enjoy an average uplift of £48,000 in their wealth over ten years compared to those who don't.
10 April 2024
Giselle Clayton on why financial planning is more than just financial advice
Giselle Clayton IFA explains how a financial plan weaves together the threads of your financial life against the backdrop of your life goals.
23 February 2024
7 useful bits of financial admin you can do this 29 February
2024 is a leap year so, this 29 February, why not take advantage of your extra day and do those pieces of financial admin you’ve been putting off for too long?
14 February 2024
How much money do you need to have a financial adviser?
Regardless of your current wealth, a financial adviser can create a personal roadmap to help you plan for a secure financial future
23 September 2023
A comprehensive plan to restructure finances
A married couple with two children were looking at alternative ways to pay school fees. They were both employed as teachers with a combined income of £79,000. They had no savings, and they were paying school fees out of income.
23 September 2023
Making school fees more manageable and tax-efficient
A married couple with two children were looking at alternative ways to pay school fees. They were both employed as teachers with a combined income of £79,000. They had no savings, and they were paying school fees out of income.