Financial
7 important things to know if you’re a trustee
As a trustee, you may be unsure about what your responsibilities are and the steps you need to take. If you’re acting as a trustee, here are some of the essential things you need to know. Being a trustee means that you’re taking responsibility for money or assets that someone, known as the “settlor”, has…
Read MoreEconomic Review – August 2022
The latest gross domestic product (GDP) statistics show the UK economy grew unexpectedly in May although forward-looking indicators still point to a deteriorating outlook. In our economic update this month we look at the reasons why the economy expanded, expected pressure on households in the coming months and a weaker growth. Our markets shows some…
Read More5 compelling reasons why you should share a financial planner with your family
Money and financial decisions are often seen as a personal matter. However, making your family part of the financial planning process and discussing your goals with them can be valuable. A report from M&G Wealth found that 33% of advised families share the same adviser, with around 57% of those sharing the same adviser as…
Read MoreEconomic Review – July 2022
The latest gross domestic product (GDP) statistics show the UK economy unexpectedly shrank in April, increasing concerns about future growth prospects. In our economic update this month we look at the reasons behind the UK slowdown and what future growth might look like. With the Bank of England sanctioning another quarter point rate rise last…
Read MoreModern retirees are increasing their spending in later years, and it could affect your financial security
A trend among modern retirees to increase their spending as they get older could mean that some run out of money during their lifetime. The new research is an important reminder to consider how your spending needs will change during your retirement. Traditionally, spending has been higher during the initial few years of retirement as…
Read MoreQuarterly Financial Bulletin – Summer – 2022
Most people would agree that wealth is not about hoarding money but the financial freedom and flexibility it affords to help us achieve our passions and goals. Wealth essentially has the capacity to create a powerful purpose within our lives, provided we are able to unlock its true value. In our quarterly bulletin this month we…
Read MoreInvestment market update: May 2022
Investment markets in May experienced volatility amid concerns that economies could fall into a recession as inflation pressure remains high. While you may be worried about the volatility your investments have experienced, keep your long-term goals in mind. A long-term time frame can help smooth out the peaks and troughs of markets. This is because,…
Read More26% of people say thinking about finances makes them anxious, as research highlights a link to mental health
More than a quarter of people feel anxious about money, according to research from the Money and Pension Service (MAPS). People that have recently experienced poor mental health are more likely to worry about finances, which in turn can further harm their wellbeing. The research highlights the link between mental health and feeling in control…
Read MoreEconomic Review – June 2022
The Bank of England (BoE) has warned that the UK faces a “sharp economic slowdown” in the coming months as it continues to raise interest rates in a bid to dampen rapidly rising prices. In our economic update this month we look at the continuing surge of prices and how this is impacting on the…
Read MoreWorthing Football Club
We are delighted to announce that we have become one of the main sponsors for the Worthing Football Club’s Website.
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