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Posts by Spencer

Say Goodbye to DIY

Jan 25, 2022

There’s an entire box full of categories when it comes to the term financial planning. From helping you choose the best life assurance plan to protect you against unexpected catastrophes. To creating complete tax planning solutions to pass down your wealth onto future generations. There are a full range of financial planners out there. Some

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Why Not Now?

Dec 1, 2021

Financial plans don’t only protect yourself and your family, a financial plan covers a lot more than just that. It focuses your lifestyle goals and your choices. The main goal is to make sure your money works for you, especially in an unexpected event of emergency, and even when you’re not around anymore. But the

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We Won’t Let a Bad Apple Spoil the Bunch

Nov 1, 2021

One bad experience can really jeopardise your future choices. Let’s say you go to a restaurant. It took 20 minutes for you to actually be served. Then your food was 30 minutes late and it was cold. But then to top it off – the waiter was extremely rude to you. It’s safe to say

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Where There’s a Will, There’s Inheritance Tax

Sep 10, 2021

Yep, we’re here again. Talking about Inheritance Tax (IHT). Some people think IHT is legalised robbery. Other people however, (the Government) absolutely love it, they essentially take a big chunk of your hard earned cash from your family when you die. What’s not to love? According to the latest UK government figures, the average IHT

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It’s Choice, Not Chance

Aug 17, 2021

Handling a financial plan is difficult, especially when you’re doing it alone. It’s hard to identify what you need to do and how to do it. Sometimes it’s best to reach for help. Approaching a new chapter in your life is scary, and change can be uncomfortable. But it shouldn’t be like that. Having a

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There’s no crystal ball when it comes to Investing…

Jul 30, 2021

  Don’t we all wish we could predict market movements so we could forever buy low and sell high? In reality, that’s impossible. The market is completely unpredictable, stock and share prices can change literally any second. In recent times, certain funds have done astonishingly well, while the ones with great former success have fallen

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