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.
Transferring your pension
When you transfer a pension from one provider to another, rigorous checks take place to spot the signs of scams. Pension providers may ask lots of questions. This guide for our clients explains the terms they use and what to expect.
Defined benefit pensions - Information hub
This online hub 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.
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.
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.
A Balance: Wealth Planning Guide - Winning the Lottery
Have you recently received a lottery windfall? It's something dreams are made of, and if that day ever comes, you've probably spent the money in your head a few times over. But before you jet off on a spontaneous trip to that desert island far away, what happens next for lottery winners? Our guide is intended to help you take stock and think about your next steps, at this wonderful but life changing time.
A Balance: Wealth Planning Guide - Business Owners
Are you a business owner? Running your own business often brings with it greater risk, stress and pressure. But the rewards, both financial and personal, can be tremendous, and the satisfaction of seeing your business grow is immense. This guide is intended to help you align your corporate and financial planning goals, so you can achieve the outcomes you want from your business.