Articles in "Financial Planning"

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Matthew Harrington, Financial adviser

One simple check which could have a big impact on your pension

29.04.2024
Matthew Harrington
Financial Planning
4 min read

Saving for retirement has never been more important – but checking you will receive the state pension you are entitled to is another vital step, says Matt Harrington of Lovewell Blake Financial Planning.

Chris Egmore, financial planner

New tax year, new ISA allowance

15.04.2024
Christopher Egmore
Financial Planning
3 min read

A new tax year brings a brand new ISA allowance, which makes now a great time to consider your options, says Chris Egmore of Lovewell Blake Financial Planning.

Stephen Metcalf, director of financial planning

Is it time to simplify your financial life?

14.04.2024
Stephen Metcalf
Financial Planning
4 min read

Consolidating your investments with one adviser or financial manager brings a number of advantages, says Stephen Metcalf of Lovewell Blake Financial Planning.

Scott Hansell and Stephen Metcalf, Lovewell Blake Financial Planning Directors

Two new directors appointed to Lovewell Blake Financial Planning

02.04.2024
The marketing team
Financial Planning, News
1 min read

Lovewell Blake Financial Planning, the financial planning division of Lovewell Blake, has announced that Stephen Metcalf and Scott Hansell have been appointed directors.

Scott Hansell, Financial Planner

Why asset diversification matters for investors

21.03.2024
Scott Hansell
Financial Planning
4 min read

In the world of finance and investment, the concept of portfolio diversification plays a pivotal role. It is a strategy that forms the bedrock of prudent financial management and is often touted as one of the most effective ways to manage risk and maximise returns. In this article, we'll delve into the significance of portfolio diversification, the advantages it offers, and how a well-managed portfolio ensures a diversified set of investments.

Sharon Mattheus

Overcome those investment jitters to take advantage of a good time to invest

14.03.2024
Sharon Mattheus
Financial Planning
3 min read

Being nervous about market volatility shouldn’t be a reason not to invest, says Sharon Mattheus.

Scott Hansell, director of financial planning

Personal cashflow - Taking the whole life view

13.03.2024
Scott Hansell
Financial Planning
2 min read

Whilst each stage of our case study tackles a specific issue in Joe and Jessie’s lives, each is intrinsically linked, as a financial decision made early in life will affect every aspect of a person’s financial wellbeing throughout their life.

Workplace pensions, pot of money

Everything you need to know about workplace pensions

05.03.2024
Stephen Metcalf
Financial Planning
3 min read

Workplace pensions are a crucial aspect of financial planning in the United Kingdom, providing individuals with a means to secure their financial future during retirement. For employers and employees alike, understanding how workplace pensions work is essential. In this article, we will provide you with a comprehensive overview of workplace pensions, answering common questions and addressing key topics related to employers' and employees' pension contributions.

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Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

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