The first thing you need to do is take control of the situation. It’s easy to get discouraged when trying to address the rising cost of...

When it comes to investing your money, making regular investments can offer more benefits than investing a lump sum. So you have a lump...

Giving someone you trust the authority to help you make decisions. As someone becomes more unwell, they’re likely to find it more...

Protect yourself, your family and your future. As another tax year end approaches, it’s important to finalise your 2021/22 tax planning...

Helping you maximise the rewards of your efforts and success. You work hard for your business, no doubt to provide a better life for you...

What will I receive from the state in my retirement? The State Pension is a vital source of income for millions of retired people across...

Welcome to our Guide to New Year ‘Investment’ Resolutions. Like millions of Britons, you’ve probably made some New Year’s resolutions....

A flexible, tax-efficient way of saving for your long-term future. Welcome to our Guide to Self-Invested Personal Pension Schemes. Saving...

When it comes to marriage and money, it’s good to talk. Millions of married couples have no idea about their spouse’s pensions and...

Pandemic sparks a surge in over-50s seeking professional financial advice. The coronavirus (COVID-19) pandemic has sparked a surge in...

People thinking more about their spending and financial priorities. The coronavirus (COVID-19) pandemic has lead to more people...

How ESG creates long-term value It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years...

Why parents should look to Christmas investment gifts instead of toys. With the festive season upon us, have you thought about gifting...

Five questions to ask before inflation really takes off. ‘How can I protect my money from inflation?’ is a question that many people may...

WOMEN SEE INCOMES FALL BY 33% FOLLOWING DIVORCE, COMPARED TO JUST 18% FOR MEN. Divorce is an emotionally charged event–and can be an...

Whatever stage of life you’ve reached and whatever the status of your current financial situation, you could see a vast improvement in...

THREE MILLION PEOPLE IN THE UK AGED OVER 50 CONSIDERING RELOCATING The coronavirus (COVID-19) pandemic has led to a reappraisal of urban...

Over the past 2 decades I have assisted numerous clients in growing their wealth and exiting their businesses. In the process they have...

THE POTENTIAL IMPACT TO YOUR EXPECTED RETIREMENT INCOME OVER TIME When you’re planning your retirement income, there are multiple factors...

ARE YOU CLAIMING ALL OF THE TAX RELIEF YOU’RE ENTITLED TO? The unique combination of tax breaks and flexible access available to pensions...

AGE CHANGE TO WHEN PEOPLE CAN START TAKING PENSION SAVINGS The government has confirmed that it plans to increase the minimum pension age...

PLAN FOR A BETTER TOMORROW, TODAY Responsible investment is a catch-all term to broadly describe funds that invest to make a positive...

SHARING YOUR WEALTH DURING YOUR LIFETIME CAN MAKE A BIG DIFFERENCE With all of us leading longer lives, you might be considering how you...

What can you do with your Pension Pot? When the time comes to access your pension, you’ll need to choose which method you use to do so,...

PLANNING TO ACHIEVE YOUR RETIREMENT GOALS SOONER? Are you ‘mid or late career’ or planning to retire within ten years? If the answer’s...

CREATING A ROAD MAP FOR YOUR FUTURE FINANCIAL SUCCESS It’s always a good time to consider financial planning, but at the start of a new...

An increasing number of people have been forced into early retirement due to the economic impact of the coronavirus (COVID-19), with many...

Riding the highs, and experiencing the lows, it is the way of the investment market.

It’s rare that I have the time to sit down and think about my own affairs, I am usually pre-occupied on the affairs of others. However,...

Generally, people find it hard to talk about money, it is often an emotive subject. We just don’t like to talk about it – even to those...

As we approach 2019 and beyond, I wanted to reflect on the year past. Having just enjoyed another Christmas with the family, it offers...

At times when market volatility increases, it is important that you do not make knee jerk decisions. Its why we all need reminding, that...

At Zen Wealth we don’t really talk about investment performance and there are reasons for this. We have a long-held belief that trying to...

As part of our regular communication pieces, we thought it would be nice to hear from some of the managers who invest our clients’ money....

The aim of creating this blog, was to share some of my own stories and how they tie in with my role as a Financial Adviser. The single...

Life has a way of throwing us curve balls, we never really know what is around the corner, and for the vast majority of us, planning for...

The journey through care can be a challenging one, having been personally navigating the landscape for over nine years both personally...

The Health and Social Secretary Jeremy Hunt earlier this week outlined key principles for the reform of Social Care. These plans...