How to find a financial planner you can trust

Not all financial planners or IFAs are the same. The range of services and charges can vary considerably. We think it's important to find a firm that matches your values and makes you feel comfortable. These are great questions to ask a financial planner.

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A Balance: Wealth Planning Guide - Already Retired

Are you already retired and living the retirement dream? When you retired, you will have made careful financial decisions, however, times change, and so do you. Just because you are retired, it doesn't mean you can sit back and switch off from thinking about your financial future. This guide provides you with lots of different areas you should consider during your retirement.

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Comparing financial advice costs and services

Are you confused between wealth managers, investment managers, financial planners and IFAs? Have you received different proposals or quotes from a range of companies and can't make head nor tail of them? This guide gives a clear picture of what different types of company usually offer and how they typically charge.

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Defined benefit pensions v personal pensions

Defined benefit pensions are complex, and different in so many ways to their sister personal pensions. This guide outlines the advantages and disadvantages of each type of pension. This is a great place to start if you're trying to decide which is a better fit for you.

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