It’s never too early to start planning your financial future

By | 10.2017|Investment|

It’s never too early to start planning for your future so why not have a think about your long term financial goals and make wealth management a priority as early as you can in your life. Looking after your money is an important part of life – something you can’t shy away from. Even though [...]

Things to consider when planning your retirement

By | 10.2017|Retirement Planning|

Making sure you have enough money in retirement to enable you to spend your time the way you want to, doing those things you always intended to do, is likely to be at the heart of planning for your retirement. DON’T KNOW WHERE TO START We are all living longer, the State Pension Age is increasing and pensions legislation [...]

Why now could be a good time to review your mortgage…

By | 09.2017|mortgage|

Our mortgage specialist, Will McBride discusses why now could be a good time to compare your current mortgage deal to today’s mortgage rates. A recent study by the Citizens Advice Bureau found that 53% of customers who roll over onto a Standard Variable Rate (SVR) don’t remortgage for 10 years. Furthermore, a quarter of people that [...]

Karl’s Recommended Reads

By | 09.2017|Book review|

Karl's back with another of his recommended reads! This blog post shares a his thoughts and a brief overview of Red Notice by Bill Browder. A lot of books these days claim to lift the lid on the dark arts of the men in the Kremlin. Black deeds on Red Square are hot stuff in publishing. Just [...]

Advantages of Probate Trusts

By | 09.2017|Probate|

Probate trusts are simple tools in estate planning.  Their uncomplicated characteristics are at the heart of their sole purpose: helping avoid the delays that come with settling someone’s Will after their death. Here are some further details on why a Probate trust can be so advantageous, but first things first, WHAT IS A PROBATE TRUST? • It [...]

Avoid Getting Tied Up in Knots by the RNRB

By | 09.2017|Inheritance Tax, Uncategorised|

It is fair to say a simple concept has turned out to be a complex reality, which raises a number of planning questions and concerns for advisers and clients. The current level of Nil Rate Band (NRB), set at £325,000 from April 2009, has been frozen at that level ever since and is due to [...]

How much time do you spend retirement planning?

By | 08.2017|Retirement Planning|

The 2015 Pension Freedoms gave us greater flexibility over our retirement options, but the reforms have also made retirement choices much more complex. This means we need to start thinking about our retirement earlier. However, half of respondents aged 45-54 to an LV consumer survey didn't think about retirement at all last year. Given the [...]

Understanding Investment Risk

By | 08.2017|Investment|

None of us like to take risks with our savings, but the reality is that there’s no such thing as a ‘no-risk’ investment. You’re always taking on some risk when you invest, but the amount varies between different types of investment. If you understand the risks associated with investing and you know how much risk [...]

When The Unexpected Happens

By | 08.2017|Protection|

Andy Rolph from Grosvenor Insurance Brokers has taken some time to write this article on the importance of protection and how his firm can help you. Your home is way more than merely a collection of bricks and mortar with a roof on top. For all of us it’s a safe environment where we bring [...]

Our winning streak!

By | 08.2017|Hartey News|

We're delight to announce we have been named winners of the Best Financial Planning Firm – England at the 2017 Wealth & Money Management awards and Best Family-Owned Wealth Management Firm at the 2017 UK Enterprise Awards. What’s more, Managing Director Tristan Hartey has been announced winner of Young Entrepreneur Awards 2017 at the UK Enterprise [...]