Nick Jones - Wealth Management Specialist

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Latest News & Updates
With Help to Buy gone, the Lifetime ISA is now the only option
Cuts to pension limits mean thousands more savers will fall foul of the restrictions and could be landed with large tax bills.
The cost of comfort
The cost of comfort
A new report has worked out exactly what a comfortable retirement will cost you.
Teaching children financial responsibility can pay off for them in the long run – but it needs to start early.
Investing in a child’s future could set them up for more than just a wealthier retirement.
Rising longevity is a big challenge facing our society, but one that can be managed with foresight and planning.
The current generation of children faces exceptional financial challenges.
These three irrational behaviours could knock your retirement plans off course.
The local authority can claw back money provided for your care fees if it believes you have given assets away specifically to avoid paying the full cost yourself.
How to decide what to do with your newfound wealth.
April brings a fresh set of opportunities to keep hold of more of your wealth.
With 5 April fast approaching, now could be a good time to get to grips with tax-saving opportunities which could get you closer to your saving target.
In the past, people may have had little or no choice about how to invest their pension savings in retirement....
The approach of the financial year-end marks a final opportunity to ensure you have used all your tax-saving allowances.
Using unclaimed pension allowances could substantially boost your retirement fund, so it’s worth taking the time to understand your options.
Even Keel
Even Keel
Whatever 2019 has in store for markets shouldn’t alter the course for long-term investors.
The chance to pocket a 25% tax-free lump sum is one of the key benefits of saving into a pension, but you don’t have to take it in one go, or even at all.
As the UK’s exit draws nearer, we turn to our fund managers and consultants for their views on investing through Brexit.
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