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How to Achieve Retirement Flexibility
Dreaming of a retirement that feels more like freedom than a finish line? Whether it’s working less, travelling more, or starting a passion project, flexible retirement is all about choice. In this blog, we break down how to turn that dream into a reality—with practical steps, income planning tips,...
Helping your older parents buy a house
This week’s case study explores how we helped a couple in their 70s secure a property with support from their family—despite age-related mortgage hurdles. From regulated buy-to-let to joint borrower sole proprietor options, discover how tailored advice can unlock solutions for complex, multi-generat...
How to Prepare for Your First Retirement Planning Meeting with a Financial Adviser
Booked in with a financial adviser? Great move—now let’s make that meeting count. Whether you're dreaming of an early retirement, planning big adventures, or just aiming for peace of mind, this quick guide will help you prepare. From gathering pension details to thinking through your goals and month...
Why Every Self-Employed Person in Peterborough Should Rethink Pensions – Sooner, Not Later
If you're self-employed in Peterborough, your pension shouldn't be an afterthought. This blog breaks down why starting sooner is smarter, how tax relief can boost your savings, and the simple options available—whether you want full control or hands-off ease. Your future self will thank you.
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...
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