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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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 - simple guide

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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Defined benefit pensions - Key Considerations

This document explains the general features and benefits of a defined benefit pension compared with a personal pension. This is an essential read if you are considering taking advice about whether transferring your defined benefit pension scheme is a good idea.

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A Balance: Wealth Planning Guide - Budget Statement 2020

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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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A Balance: Wealth Planning Guide - Receiving an Inheritance

Have you recently received an inheritance? This can be an incredibly difficult time, filled with conflicting emotions. Added to that, a time when you have to make careful financial decisions. This inheritance could mean new opportunities for you, but this doesn’t come without its own pressures. This guide is intended to help you take stock and think about your next steps, at this difficult and emotional time.

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A Balance: Wealth Planning Guide - Government response to COVID-19

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