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13 Jun

The Truth Behind the Pension Myths

A recent report by the Work and Pensions Committee found that savers ‘struggle to navigate the pensions minefield’. Despite pensions being vital to support income…

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20 Jan

Pension Savers Need More Support to Make Better Decisions, Report Finds

A Government report has said that millions of older savers are struggling to navigate a “pensions minefield” and need more support to make better decisions….

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17 Nov

Retirement Planning – Why the Time is Always Right

Pensions – there always seems to be a reason to put off addressing them. Many people in their early working life may likely consider that…

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10 Mar

A Reminder of the Personal Allowance Trap

The tax rate applied to the first £12,500 of income earnt in a tax year is 0%. This is what is known as the personal…

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19 Jan

Unclaimed Higher and Additional Rate Tax Relief on Pension Contributions

Many employed people misunderstand how pension contributions into their workplace pension scheme are made on their behalf. This can often mean that higher and additional…

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25 Sep

The Tapered Annual Allowance – Can You Escape It?

The Spring Budget 2020 increased the annual allowance income limits, taking many high earners out of the tapered annual allowance. The new limits explained Every…

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23 Jan

Three Reasons to Review the Contents of your Company Pension

The latest statistics into auto-enrolment have shown that pension saving is on the up, with figures from 2019 showing that over 10 million individuals are…

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07 Nov

New Report Highlights Retirement Styles and Their Cost

A new report has revealed the amount of money individuals and couples will need in order to access different styles of retirement. The Retirement Living…

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29 Aug

Saving for Retirement – Are you Doing Enough?

A recent report by pensions provider Scottish Widows has found that more people than ever are saving for a comfortable retirement. Scottish Widows 15th annual Retirement…

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12 Aug

42% of Pension Savers at Risk of Falling Victim to Pension Scams

New research suggests that 42% of pension savers, which would equate to over five million people across the UK, could be at risk of falling…

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01 Oct

Nine Things you Need to Know about Buying a Commercial Property With a Pension

We recently blogged on the relative advantages of property and pensions as investment strategies. As part of the article, we looked at commercial property and…

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03 Jul

Mind the Gap – Pension Planning for the Self-Employed and Micro Business Owner

Auto-enrolment seems to be working.  According to figures recently released by the Office for National Statistics (ONS), the proportion of employees contributing to a company…

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I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.

We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.