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pension

7 Things To Review When Looking At Your Pension

Regularly reviewing your pension is important for ensuring you’re on the right track. We’ve got a checklist of seven things you should know or check about your pension. Research suggests thousands could be missing out on investment returns in their pension because they haven’t updated their retirement age. Remaining engaged with your pension can help…

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bonds

Bonds: How Do They Fit Into Your Investment Portfolio?

Bonds are often an integral part of an investment portfolio; here we take a closer look at what they are and what you should consider when creating a balanced investment proposition. Bonds are a common feature in many investment portfolios, alongside stocks, shares and cash assets. But how do they fit into your investment portfolio…

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5 staycation destinations perfect for autumn

With summer over, the nights are already starting to draw in and the colder weather is arriving after months of record-breaking temperatures. That doesn’t mean you have to shelve your UK holiday plans until the spring though. Throughout autumn, there is still plenty of places to head without having to step on a plane when…

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4 reasons ISAs are still worthwhile

Changes to how savings are taxed means ISAs (Individual Savings Accounts) may not be as attractive as they once were. However, there are still plenty of reasons why ISAs should be part of your financial plan. ISAs were first introduced 20 years ago in a bid to encourage more people to save. An ISA is…

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Are you taking enough risk financially?

When you think of financial risk, it’s probably potential investment losses that come to mind. But not taking enough risk with your wealth can be just as damaging financially. News that UBS, the world’s largest wealth manager, will introduce a penalty for clients that hold a large portion of their assets in cash accounts gives…

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What to do if you think you’ll never retire

More people are paying into a pension than ever before. Yet, millions are still worried they’ll never be able to retire. If you have concerns about the retirement lifestyle you will be able to afford, there are often steps you can take to improve this. First, the good news: the number of people saving enough…

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Could your property boost your retirement fund?

Property is increasingly being seen as an asset that’s vital for funding retirement. It’s no surprise, after all, our homes are often one of the largest assets we have, but what are your options and the drawbacks of doing this? The value of property has grown enormously over the last few decades. If you’re approaching…

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What do our clients say?

  • We found the presentation very informative and helpful and with the slides of the capital charts you have now provided I feel we can look to the future with some confidence and certainty. Please convey our appreciation to Jon for taking the time to explain how our future might look based on the information we have provided. As you say there are many variables in financial planning but at least we now have a good starting point and a basis for future reviews as and when they become necessary. We like the team approach you adopt for advising clients and your willingness to provide options for consideration at all times. We look forward to a long and successful relationship with you all.

    Mrs & Mrs H, Wallingford

  • From a business point of view I always feel that you have thought through all the options and thoroughly considered the alternatives before you present them to the client. You give the impression that you have looked at the big picture and put the particular need of your client in context. You understand the overview but always are concerned about attention to detail. You are confident, articulate and apply reasoned, intelligent arguments to explain your case or position.

    Mrs L, Southampton

  • You have the ability to approach everything with confidence, energy & in a very professional manner, being thorough and attention to detail is a strength that is very important to you. You hold trusting relationships with your clients & ensure they receive the best possible service at all times.

    Mrs K, Fareham.

  • We have used Jon’s financial expertise since selling our business in 2002. Undoubtedly, this has alleviated anxieties regarding taxation, inland revenue notifications and answers to any problematical questions that may have arisen. The cash flow forecasting he does is a reassuring tool ensuring funds for a smooth retirement. The team Jon has grown and evolved around Jon since we have known him and this has only enhanced the business to ensure a seamless client experience.

    Mrs S, Hampshire.

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