Articles in "Financial Planning"

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Jon Matchett

Answering your pension questions in pension awareness week

14.09.2026
Jonathan Matchett
Financial Planning
8 min read

Pensions Awareness Week, which runs from 14th to 18th September, is a national campaign to help people understand the importance of planning for their retirement.  To mark the week, Jon Matchett of Lovewell Blake Financial Planning tackles some frequently asked questions about pensions.

Matt Harrington

A new approach to retirement income

22.07.2026
Matthew Harrington
Financial Planning
3 min read

A new approach to drawing retirement income aims to maintain flexibility while avoiding short-term market volatility.

Why the 'I' in IFA is all about the personal touch

16.07.2026
Scott Hansell
Financial Planning
3 min read

With consolidation in the financial planning market and the emergence of off-the-shelf investment platforms, the personal touch is more important than ever.

Jon Matchett

Time running out to review cash holdings in ISAs as new rules put forward

08.07.2026
Jonathan Matchett
Financial Planning
3 min read

Proposed new rules to prevent circumventing the new limits on Cash ISAs have been put forward by the government.

Chris Egmore

The benefits of considering protection for inheritance tax planning

01.07.2026
Christopher Egmore
Financial Planning
3 min read

Using lifetime insurance to help protect the family farm from being broken up to meet an inheritance tax liability is worth considering.

Scott Hansell

Why we need to be wary of AI-driven financial advice

18.05.2026
Scott Hansell
Financial Planning, News
3 min read

AI is finding its way into more and more aspects of our lives – but does it have a role to play in financial planning.

Scott Hansell

Why ‘Young Accumulators' need to stay focused on their financial futures

06.05.2026
Scott Hansell
Financial Planning, News
3 min read

Life can feel good for ‘Young Accumulators’, says Scott Hansell of Lovewell Blake Financial Planning – but they need to think seriously about their financial futures

Stephen Cameron

Cash or Stocks? The risk balance may surprise you

29.04.2026
Stephen Cameron
Financial Planning
3 min read

Stephen Cameron of Lovewell Blake Financial Planning says it is important to consider the balance between stock-based and cash-based investments within any portfolio.

Glossary

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