Articles in "Financial Planning"

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Savings pot

Retirees report £119,000 shortfall in pension savings

10.06.2024
The Marketing Team
Financial Planning
2 min read

UK adults face a significant shortfall in their pension savings at retirement compared to what they wanted to retire on, according to research from Standard Life.

The HMRC building

HMRC error means self-employed workers could lose out on state pension

10.06.2024
The Marketing Team
Tax, Financial Planning
2 min read

An HMRC error could mean that some low-income, self-employed workers lose out on their entitlement to National Insurance-related benefits like the state pension, warns the Low Incomes Tax Reform Group (LITRG).

Stephen Cameron, financial adviser for Lovewell Blake

Could the rise in interest rates force you into completing a self-assessment tax return?

23.05.2024
Stephen Cameron
Financial Planning
2 min read

How could the changes affect you.

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.

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