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Waverton

Family

Supporting Younger Generations

Giving Grandchildren Financial Security is an Important Goal for Many If you are a grandparent, it’s natural to want to help out the family. And if you’re able to give a financial boost – whether it’s a loan or a gift – to the younger generation, it can be enormously rewarding for you too. Even during the current coronavirus (COVID-19)…
Waverton
January 5, 2021
Pensions & Retirement

Happiness is Freedom

With Greater Freedom Comes Greater Responsibility ‘The secret to happiness is freedom’ wrote the ancient Greek historian Thucydides. And with the introduction of the pension freedom rules, those aged over 55 now have far greater freedom of choice over how they use their pension pot to fund their retirement years. When pension freedoms commenced during the tax year 2014/15, it…
Waverton
December 16, 2020
Protection

The Critical Factor

Life-Changing Cover, For Life-Changing Events The coronavirus (COVID-19) pandemic has caused many households to reassess their financial defences with the purchase of protection insurance. The diagnosis of a serious illness can mean a very difficult time for your health and your wealth. If you were to become critically ill and could not earn a living, would your family cope financially,…
Waverton
December 11, 2020
Pensions & Retirement

Grow your Money

Invest in a Better Future Retirement planning is one of the most important investments you can make towards your retirement, to ensure you experience the quality of life you want in later years. But millions of retirement savers are unaware that they are sitting on a powerful weapon that could be used to fight climate change and other environmental problems…
Waverton
December 9, 2020
Pensions & Retirement

Future Financial Health

Take the time to take back control over your retirement savings. With all that has been going on in the world this year, for many people it’s been really difficult to feel as though they’re in control of much. However, some people have been in the fortunate position of being able to take the opportunity to invest in both their…
Waverton
December 4, 2020
Uncategorized

Podcast – Circular World of Fashion

Our newest podcast episode is now live, https://linktr.ee/fourwordpodcast This episode is called 'Circular World of Fashion' and the four words we are thinking of this week are, Design Consumption Responsibility Transparency In the wake of Black Friday and Christmas shopping, we’re offering something a little less finance-focused by looking into the world of eco-friendly fashion.  Our Christmas parties might look…
Waverton
December 4, 2020
FamilySavings & Investments

Festive Financial Gifts

Deciding on the right investments for the children in your life As the festive season approaches, have you thought about gifting your children or grandchildren something different this Christmas? Giving them a good start in life by making investments into their future can make all the difference in today’s complex world. Many parents and grandparents want to help younger members…
Waverton
December 2, 2020
Savings & InvestmentsUncategorized

Investing Principles

Focus on what you can control. The deep global economic shock and uncertainty surrounding the coronavirus (COVID-19) pandemic has made everyone rethink their finances and investments, making it clear that financial security is more important than ever to our overall well-being. While it’s almost impossible to plan for a global pandemic, you should still have an investment strategy that grows…
Waverton
November 27, 2020
Budgeting & Financial habits

Planning for Succession

How Will You ‘Slice up Your Wealth Pie’? There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing past the initial discomfort to pursue the potential rewards of effective wealth transfer planning. There are three places your assets can go at your death: to your family and friends,…
Waverton
November 23, 2020
Budgeting & Financial habits

FINANCIAL ACTION PLAN

10 steps to help you build a better financial future In these uncertain times, it can help to focus on the things you can control. Working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind. As another year rapidly draws to a close many of…
Waverton
November 13, 2020

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