Wimbledon's Leading Firm of Chartered Financial Planners

Interest rates rise above 0.5% for the first time in a decade

The Bank of England (BoE) has increased interest rates above 0.5% for the first time since 2009. Today, the Monetary Policy Committee (MPC) voted unanimously to push up the base rate by 0.25% to 0.75%. That’s not a massive increase; savers aren’t going to suddenly start seeing real returns on most of their bank or […]

A guide to Premium Bonds as NS&I announce 1.4 million unclaimed prizes

NS&I (National Savings and Investments) has revealed that there are currently 1.4 million unclaimed prizes from Premium Bonds, totalling more than £58 million. That’s potentially a life-changing amount of money which is left waiting for the lucky winners to discover. If you have Premium Bonds, why not take this opportunity as a reminder to check […]

Pretirement: Why work during retirement?

‘Pretirement’ might sound like an early retirement, but it’s anything but. In fact, ‘pretirement’ is a term coined to describe the act of easing into retirement; or working beyond State Retirement Age. This could be full-time, part-time, or on a consultancy basis. Of those reaching the age of 65 in 2018, 50% will enter ‘pretirement’, […]

10 signs it’s time to get financial advice

How often do you wake up with the intention of getting financial advice as your number one priority? For almost everyone, the answer is never. Rather, the urge to seek financial advice is usually triggered by an event, or idea. According to research from the Financial Conduct Authority (FCA), less than one in 10 UK […]