Blog
Buying an annuity is a serious decision—like getting a financial tattoo.
Thinking about buying an annuity?
It might feel like a safe bet for a secure income in retirement — but it’s not a decision to rush. In this blog, we explore what annuities really offer, who they’re right for, and why they can feel a bit like getting a financial tattoo: permanent.
If you’re weighi...
One Pension Pot to Rule Them All?
Multiple pensions from different jobs?
You’re not alone — and it might be costing you more than you think. In this blog, we look at how consolidating your pension pots can bring clarity, control, and even cost savings.
Discover Sarah’s story and why simplifying could be the smartest step toward yo...
Divorce and Pensions for Women: What You Need to Know About Pension Sharing
Divorce can have a major impact on a woman’s financial future—especially when it comes to pensions. In this blog, we explore how pension sharing works, why it’s so important for women, and how the right advice can help you secure a fair and confident start to the next chapter of life.
Accidental Landlords
Inheriting a family home can bring emotional and financial challenges. This blog explores how one client became an "accidental landlord" and used a let-to-buy mortgage to keep his childhood home without selling his current property. Discover how thoughtful planning and expert advice can turn a compl...
Beyond the Desk: The Heart of Team Haverfords
Discover the people behind the spreadsheets! 75% of our team is taking on a 26-mile trek for the Alzheimer’s Society — a cause close to all of us. This blog shares who we are outside of work, why this challenge matters, and how our values on the trail reflect the way we care for our clients.
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