Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

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Financial Planning For Business Owners

How does financial planning for business owners differ depending on your situation? In this video we discover how decisions are likely to be influenced both in the short and longer term and highlight some examples based on your business type and status within it e.g Company Director Shareholder Partner Sole Trader A video transcript [...]

By |2021-04-26T15:08:00+01:00May 1st, 2021|Financial Planning|0 Comments

What Is Pound Cost Averaging?

When it comes to investing, what can you do to minimise risk, especially in respect of market volatility? The short video below explains the concept of 'Pound Cost Averaging' and how you can use it as part of your long term investment strategy. Would you prefer to read about Pound Cost Averaging? There is [...]

By |2021-04-24T07:11:10+01:00April 24th, 2021|Financial Planning, Wealth Management|0 Comments

Business Succession Planning

'My business is my pension' This is a common phrase amongst business owners, but all to often business succession planning is something left far too late. In today's video we look at a few of the reasons why it should be addressed sooner, to ensure you will be able to meet your financial [...]

By |2021-04-14T10:38:42+01:00April 10th, 2021|Financial Planning|0 Comments

Defined Benefit Pension Transfer

Are you considering a Defined Benefit Pension Transfer? A defined benefit (DB) pension scheme is one where the amount you’re paid in retirement is based on how many years you’ve worked for your employer and the salary you’ve earned. They pay out a secure income for life, which increases each year. This video [...]

By |2021-02-07T14:20:20+00:00February 13th, 2021|Financial Planning, Pensions|0 Comments
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