News & Views

Author: Jonathan Anderson

Defined Benefit pensions: 5 benefits of retaining and 5 benefits of transferring

Jonathan Anderson, Independent Wealth Planner in our London office Jon has over 12 years of experience within the industry and he has previously worked in technical roles as a Paraplanner…

Property investments: some considerations

Investing in property has been popular in recent years, with many people buying flats or homes to rent out as an investment strategy for later life. But while buy-to-let landlords…

5 things to consider when planning for the cost of your children’s education

There is no one-size-fits all solution to saving for school and university fees for your children’s future and while you may be aware that these fees are substantial, you may…