Financial Planning

The problem with a dividend income strategy in retirement (video)

Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.


The problem with a dividend income strategy in retirement (video)

Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.

Financial Planning

What am I paying for financial advice? (video)

It is vital that you have a clear understanding of how much you pay for the services you receive....


What am I paying for financial advice? (video)

It is vital that you have a clear understanding of how much you pay for the services you receive....

Financial Planning

Adapting to change

Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client...


Adapting to change

Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client...

Financial Planning

What is a Power of Attorney?

Matthew Bond looks at what a Power of Attorney is and also provides a brief outline as to the...


What is a Power of Attorney?

Matthew Bond looks at what a Power of Attorney is and also provides a brief outline as to the...

Financial Planning

Do I really need a Power of Attorney

Taking a brief look at what a Power of Attorney is and why it so important to have one...


Do I really need a Power of Attorney

Taking a brief look at what a Power of Attorney is and why it so important to have one...

Financial Planning

Adapting to change

Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client...


Adapting to change

Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client...

Financial Planning

How much should I keep in cash?

The value of investments can fall as well as rise. You may not get back what you invest.


How much should I keep in cash?

The value of investments can fall as well as rise. You may not get back what you invest.

Financial Planning

Talking to our Financial Planning clients about market volatility

Simon Wateridge, Financial Planner and Simon Moore, also a Financial Planner discuss how we have been talking with our...


Talking to our Financial Planning clients about market volatility

Simon Wateridge, Financial Planner and Simon Moore, also a Financial Planner discuss how we have been talking with our...

Financial Planning

How Wingate model financial shocks (video)

Matthew Bond explains how we take an overview of an individual’s situation in preparing a robust financial plan. ...


How Wingate model financial shocks (video)

Matthew Bond explains how we take an overview of an individual’s situation in preparing a robust financial plan. ...

Financial Planning

Should I defer my self-employed tax liabilities under the CV support offered by HMRC? (video)

There are schemes to defer both the payment of VAT and income tax (under self-assessment), this video explains the...


Should I defer my self-employed tax liabilities under the CV support offered by HMRC? (video)

There are schemes to defer both the payment of VAT and income tax (under self-assessment), this video explains the...