Financial Planning

Why use Capital Protection for an Immediate Needs Annuity and what are the advantages and disadvantages of doing so?

Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Why use Capital Protection for an Immediate Needs Annuity and what are the advantages and disadvantages of doing so?

Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease...

Financial Planning

Why are taking pension benefits so confusing?

Generally speaking, in the past, an individual would work for one company throughout their working life and then retire...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Why are taking pension benefits so confusing?

Generally speaking, in the past, an individual would work for one company throughout their working life and then retire...

Financial Planning

How early should I start planning for retirement?

The simple answer to this question is it is never too early. Whilst planning for retirement may not be...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

How early should I start planning for retirement?

The simple answer to this question is it is never too early. Whilst planning for retirement may not be...

Financial Planning

What is a Power of Attorney?

In short, a Power of Attorney is a legal document that allows someone to make decisions for you, or...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

What is a Power of Attorney?

In short, a Power of Attorney is a legal document that allows someone to make decisions for you, or...

Financial Planning

Why is service so important?

I have recently needed to purchase a new car, a job that I have previously found to be enjoyable...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Why is service so important?

I have recently needed to purchase a new car, a job that I have previously found to be enjoyable...

Financial Planning

Does how I own my house impact on any long-term care support I may receive?

When looking at Long Term Care or any Later Life financial planning, how your property is owned could have...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Does how I own my house impact on any long-term care support I may receive?

When looking at Long Term Care or any Later Life financial planning, how your property is owned could have...

Financial Planning

Planning for long-term care

Whether the need is care at home or moving in to residential care there are many areas that require...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Planning for long-term care

Whether the need is care at home or moving in to residential care there are many areas that require...

Financial Planning

Is the value of my house included in the Financial Assessment for the funding of Long Term Care?

This is a question regularly asked by clients when discussing the funding of Long Term Care. When planning for...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Is the value of my house included in the Financial Assessment for the funding of Long Term Care?

This is a question regularly asked by clients when discussing the funding of Long Term Care. When planning for...

Financial Planning

Do I really need a Power of Attorney?

Whilst you may not think you ever will the simple answer to this question is yes. In my view,...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Do I really need a Power of Attorney?

Whilst you may not think you ever will the simple answer to this question is yes. In my view,...

Financial Planning

Why is investment attitude to risk so important?

When looking to invest there are many considerations that need to be taken in to account. These include, when...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

Why is investment attitude to risk so important?

When looking to invest there are many considerations that need to be taken in to account. These include, when...

Financial Planning

How often should I review my finances?

In my view this is not a question that people ask themselves enough. I see potential clients who come...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

How often should I review my finances?

In my view this is not a question that people ask themselves enough. I see potential clients who come...

Financial Planning

How much do I need in retirement?

This is a question I frequently get asked, with the follow up question being how much do I need...


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 89


Warning: Invalid argument supplied for foreach() in /home/wingatefp/public_html/wp-content/themes/wingate-fp-theme/content-archive.php on line 98

How much do I need in retirement?

This is a question I frequently get asked, with the follow up question being how much do I need...