If you’re preparing for retirement, it’s a great idea to consult a professional financial advisor, as they can help you to plan your investments, income and spending. The relationship can offer all kinds of benefits and give you the support you need at such an important time in your life. Advisors will also be on hand during your retirement to help you make any necessary changes to the strategy as and when unexpected challenges arise. Continue reading →

When a family member passes away, the loved ones left behind may be left with financial worries. One great fear that many of us have is how our family will cope with our absence. Of course, there are many ways to handle this; whole of life assurance can be particularly helpful for safeguarding your family when you pass away. When it comes to finding the right whole of life assurance policy for your needs, our financial advisors in Middlesbrough can help. We have the expertise and knowledge required to provide you with a satisfactory solution for your financial concerns. Continue reading →

When you are in search of financial advisors in Middlesbrough to help you maximise your wealth and handle your investments, there are several qualities you will be looking for. A good reputation, relevant qualifications, experience and great references will all be near the top of the list. There are also some things to avoid – here are our tips for what not to look for in a financial advisor. Continue reading →

There have been several changes recently in the world of pensions, primarily those that allow people more freedom to invest their pension however they wish. Alongside these changes, the law has altered regarding how financial advisors charge people for their services. The new rules now mean you need to pay upfront for services, reducing the risk of being stuck with inflated bills later. Continue reading →

If you are considering buying your first home, it is important to seek professional advice. Buying your first property is an exciting step, but there are potential pitfalls that can be avoided with the right guidance. As a first-time buyer you need to be realistic about what you can afford before you start looking at properties. It is wise to take a comprehensive look at your finances and work out a feasible budget. Buying a home is one of the most important financial outlays any of us will ever make, and there is no substitute for careful research and analysis before you make an offer. Continue reading →