Financial Planning

We explore the challenges of school fee planning, with practical advice to help parents navigate this significant financial commitment.

Whether it’s a sudden illness or an injury, income protection insurance ensures that a single setback won’t completely derail your life.

Practical financial advice for widows: A financial planner can be a valuable ally during this difficult time, guiding you through the process.

An overview of the key changes from the 2024 Autumn Budget, that may impact your finances this tax year and beyond.

If you’d like to better support your elderly relatives with their finances, here are 5 practical ways you can help them manage their wealth

The Autumn Budget will be the first Labour Budget and is expected to address a “£22 billion black hole” in the public finances.

Lifestyle challenges often impact a woman's financial stability differently than men's and need to be considered when financial planning for women.

We explore whether you can fund the cost of care, whilst at the same time protecting your children's inheritance from nursing home costs.

With high house prices, university fees, and a cost-of-living crisis, it's no surprise that more grandparents are gifting money to grandchildren.

Despite the uncertainties, we look at the things you can do that may help to ease the impact of potential VAT on school fees

Learn how Paul's sporting background shapes his approach to financial planning, helping clients secure their financial futures.

School fee expert shares his experience on how parents can manage the expenses of private education without straining the household budget

The state of your finances can seriously impact your well-being. We look at how a financial planner can help improve your mental health.

As life expectancies increase, there’s an ever-growing chance you could live to 100. Prepare your finances to support you for a long life.

Our expert examines why so many landlords are selling up in favour of portfolio diversification, which includes equities, cash, and bonds.

Inheritance tax is often associated with married couples and families, but what about singles, cohabiting couples or people who don’t have children?

Mike Hawthorn, Chartered Financial Planner, explains how savers should be making the most of their savings tax allowances.

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.

During volatile times, it's natural to feel a tug-of-war between the urge to move investments to cash or stay invested and ride out the storm.

Giselle Clayton IFA explains how a financial plan weaves together the threads of your financial life against the backdrop of your life goals.

The joint expertise of a financial planner and accountant could prove more fruitful than if you were to keep the two parties separate

Want to make sure your money benefits your family? You'll need an intergenerational plan to ensure your money goes to those you intend.

Leveraging the latest technologies to fine-tune his clients’ financial plans, ensuring they’re on track to reach their goals.

If you want to know how the 2024 Spring Budget affects you, here are all the winners and losers from the chancellor’s latest fiscal announcement.

The chancellor has delivered the government’s Spring Budget. Here’s a useful summary of the key measures Jeremy Hunt announced.

On 6 April 2024, the government is halving the Capital Gains Tax Annual Exempt Amount. Learn more about the change and how it could affect you.

Estate planning is not just about who gets what; it's about preserving your wealth, reducing your taxes, and making sure it goes exactly where you want.

To help secure your future financial wellbeing, it's crucial to include your pension savings as a key part of your divorce proceedings

Regardless of your current wealth, a financial adviser can create a personal roadmap to help you plan for a secure financial future

Combining years of experience with a friendly personality, Jen offers a blend of financial knowledge and genuine care to her clients.

A financial planner wears many hats and plays numerous roles in order to help you achieve financial goals

An Amber River IFA with an overriding aim to give her clients a plan they believe in, one they will stick to, and one that gets them to where they need to be

Small business owners could be putting their livelihoods at risk unnecessarily, according to Chris Masley, he explains why policies like key person protection, shareholder protection and relevant life cover are well worth consideration

Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life

Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life

Only by providing open and honest answers will your financial planner be able to design a financial plan that helps you achieve your life goals

Combining the desire to enjoy life with the stability of a secure future, will give you peace of mind, knowing that you're protecting your family's finances

Only by providing open and honest answers will your financial planner be able to design a financial plan that helps you achieve your life goals

Jacob understands the need to consider risk carefully. He explains more about the risks people should be taking, and the risks to avoid.

Paul says good financial advice is about helping people make level-headed decisions to secure the future they want for themselves

Becoming a new parent is a natural time to reassess your financial plans and look at ways to secure the financial well-being of your family

When you have a baby it’s important to think about your needs as well as your child's – especially when it comes to planning your future

Having a financial safety net will give you peace of mind that your family will be able to cope, even if your lives were unexpectedly derailed

As a new parent, protecting your family is priority and that includes ensuring your family is looked after financially – whatever happens

Mike Greely explores some of the reasons behind the market turbulence, and explains why patience and portfolio positioning can help investors

For Mike Greely of Amber River’s Colchester team, understanding the factors that drive investment returns is not just part of his day job – it’s more of a lifelong passion

If you're planning a family here are some thoughts on the costs you’re likely to face and how you can start to plan ahead for the new arrival

If you're about to retire you should switch your investment strategy to one that protects your money and ensures an income for life

Putting money away for children is a great way to teach them about money, as well as giving them a boost towards the start their adult life