Demystifying Defined Benefit Schemes
Demystifying Defined Benefit Schemes

A defined benefit scheme is a fund where an employee receives a specified pension payment, lump-sum, or combination of the two on ceasing employment. The payment is determined by a formula based on a variety of factors that can include your earnings history, contributions to the fund, and length of time in the job. Both […]

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Financial Planning – go local and play the long game
Financial Planning – go local and play the long game

Are you considering seeking financial advice? Here are 6 key elements you need to consider beforehand.

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How to Talk about Money
How to Talk about Money

Any day now my wife will have our second child, a little girl. We’re excited and a little nervous but we’re also confident that we can financially navigate this next chapter of our lives because we’ve had the plans in place for some time.

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Invest Now, Prosper Later
Invest Now, Prosper Later

Every home deposit, investment portfolio or retirement planning needs to start somewhere.

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Estate Planning Newcastle
Estate Planning Newcastle

I had a long standing client’s son contact me and said “You know the plans Dad said were in place if something were to happen to him, well we need it now.”

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