Category Archives: Uncategorized

A guide to deciding your investment risk profile

Whether you are reviewing your pension or looking to invest for the first time, the amount of risk you are willing to take is one of the main decisions you need to make. As most people know, investing wisely is … Continue reading

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Why is Financial Planning Important?

We all have goals in life, and to achieve these goals, it is important to plan for them. The old saying “If you fail to plan – you are planning to fail” is very true. Very often, people have a … Continue reading

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A Guide to Pensions for the Self-Employed

Are you among the almost 5 million Brits who are self-employed? If the answer is yes, then you are also likely to be one of the two-thirds of self-employed people who aren’t yet saving into a pension. Giles Warren is … Continue reading

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Is a Pension Drawdown Scheme Right for Me?

Pension drawdown schemes are intended to give clients more control over their pension funds and how and when to extract money from their pension pots. When you set up a pension drawdown scheme, you have the option to take out … Continue reading

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How to Limit Taxation After Retirement

Many of us look forward to retirement and hope that we can be financially secure by the time we finish working for good. Careful planning helps but being aware that taxation can continue even past retirement is important if you … Continue reading

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Capping the tax-free lump sum would be a mistake

A new report by an influential think tank has suggested that the tax-free lump sum for pensions should be capped at just £40,000. Giles Warren Financial, and many other independent financial advisors, think this would be a mistake.  Here, we explain … Continue reading

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The Autumn Budget – Our View

As trusted providers of financial planning services in Windsor and beyond, we think it’s important to provide you with a quick debrief on how the recent Autumn Budget might impact you. Below we’ll explain how Philip Hammond’s latest Budget will … Continue reading

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