Wishful Thinking or Reality? Comparing our Wish List to Chancellor Hunt’s Autumn Statement
Wishful Thinking or Reality? Comparing our Wish List to Chancellor Hunt’s Autumn Statement As…
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Making sense of the complex
Fathom’s Autumn Statement wish list
Fathom’s Autumn Statement wish list Here we are on 21 November eagerly awaiting…
Let’s Talk About: Medium to Longer-Term Investing vs Deposit Based Savings
Let’s Talk About: Medium to Longer-Term Investing vs Deposit Based Savings When it…
Let’s Talk About: How Minimum Wage Increases Impact Inflation
Let’s Talk About: How Minimum Wage Increases Impact Inflation Inflation, the persistent rise in…
Know your future with cashflow modelling
Know your future with cashflow modelling Do I have enough money saved? When…
Use it or lose it – How to use your allowances this tax year?
Use it or lose it – How to use your allowances this tax year?…
Are Annuities Back for good?
Are Annuities Back for good? Many moons ago when I was just a young…
Let’s talk about: Annuities
Let’s talk about: Annuities Is the UK in recession? There seems to be a…
Market Update: October 2022
Market Update: October 2022 I think it’s fair to say that our resilience and…
Let’s talk about the budget: Two weeks on
Let’s talk about the budget: Two weeks on So here we are two weeks…
A year in review: Looking back on the year that was 2021
A year in review: Looking back on the year that was 2021 I hope…
Social Care Reform – What does it mean for you?
Social Care Reform – What does it mean for you? On the 7th of…
Do you need help to track down missing pensions?
Do you need help to track down missing pensions? Long gone are the days…
Let’s talk… The Budget 2021
Let’s talk… The Budget 2021 Everyone seems desperate to scribble something about the budget…
Individual Savings Accounts (ISAs)
Individual Savings Accounts (ISAs) The 5th April is fast approaching, and it signals the…
The Value of Advice
The Value of Advice Putting a price on Financial Advice can be a tricky…
6 reasons why you need to make a Will
6 reasons why you need to make a Will This only comes second to…
Coronavirus Christmas Update
Coronavirus Christmas Update I hope that this update finds you well? What a year…
Coronavirus Update No 9
Coronavirus Update No 9 I hope that this update finds you well? But, oh…
Will Inheritance Tax affect you?
Will Inheritance Tax affect you? Our plan is to attempt to explain what Inheritance…
Coronavirus Update No 8
Coronavirus Update No 8 Hello Everyone I hope this update finds you well? Once…
In Conversation: Mark Abley
On September 22nd our MD Mark appeared on the Leaders Council of Great Britain…
Market Review and Outlook
Market Review and Outlook In the first quarter the market fell sharply as economies…
With people saving more than ever investors need to ensure they’re not missing out
With people saving more than ever investors need to ensure they’re not missing out…
Coronavirus – An Important Update
Coronavirus – An Important Update We will keep working throughout this difficult period with staff working…
How To Select A Financial Adviser
How To Select A Financial Adviser Finding the right financial adviser is crucial and…
Pension Drawdown Testing Against The Lifetime Allowance
Pension Drawdown Testing Against The Lifetime Allowance If you are lucky enough to have…
Budgeting For Retirement
Budgeting For Retirement Budgeting for retirement tends to be a one off exercise as…
Introducing Fathom, your financial experts
After many months of hard work and dedication, we’re finally ready to introduce ourselves.…
The Pensions Dashboard – An Overview
The Pensions Dashboard – An Overview The original concept of the pensions dashboard was…
The Pension Drawdown Process
The Pension Drawdown Process Flexi access Pension Drawdown is an increasingly popular retirement option.…
The Importance Of Reinvestment Of Income From Shares And Gilts
The Importance Of Reinvestment Of Income From Shares And Gilts The Barclays Equity Gilt…
The Impact of Divorce on Retirement
The Impact of Divorce on Retirement A Prudential report in 2015 showed that people…
Investing Do’s and Don’ts
Investing Do’s and Don’ts If you choose the flexi-access pension drawdown option at retirement…
Should I Move A Frozen Pension?
Should I Move A Frozen Pension? Should I move a frozen pension is a…
Pension Drawdown Rules and Regulations – An Overview
Pension Drawdown Rules and Regulations – An Overview Flexi-Pension Drawdown is an increasingly popular…
Managing Your Potential Inheritance Tax Bill
Managing Your Potential Inheritance Tax Bill This post was first published on September 2016…
Managing Longevity Risk In Retirement
Managing Longevity Risk In Retirement In our previous post on risks to consider during a retirement…
The Impact Of Inflation On A Pension Fund
The Impact Of Inflation On A Pension Fund Once you are in retirement the…
Consolidating Frozen Pensions Into One Scheme
Consolidating Frozen Pensions Into One Scheme Where pensions are concerned ignorance is not bliss.…
Active Vs Passive Investment – A Comparison
Active Vs Passive Investment – A Comparison Investment funds are often categorised as active…
What Is The Minimum Pension Pot I Need For Pension Drawdown
What Is The Minimum Pension Pot I Need For Pension Drawdown What is the…
The Impact Of Pension Fees On Final Pension Fund Value
The Impact Of Pension Fees On Final Pension Fund Value Having some basic understanding…
Risk Forecasting Is A Risky Business
Risk Forecasting Is A Risky Business When you meet with a financial adviser to…
How Much Can I Take From My Pension Fund?
How Much Can I Take From My Pension Fund? How much can I take…
Using A Pension Lump Sum To Pay Down Debt
Using A Pension Lump Sum To Pay Down Debt Once a pension holder reaches…
Drawing A Pension While Still Working
Drawing A Pension While Still Working It all used to be so simple. When…
The Psychology of investing – Just Say No!
Why is one investor more successful than the next? Is it experience, is it…
How To Choose The Right SIPP – Factors to Consider
How To Choose The Right SIPP – Factors to Consider Choosing the right SIPP…
Pension Drawdown Charges – An Overview
Pension Drawdown Charges – An Overview When considering your retirement options it is important…
Pension vs ISA – What is the best option for the over 50’s
Pension vs ISA – What is the best option for the over 50’s When saving…
What Are The Death Benefits In Drawdown
What Are The Death Benefits In Drawdown Flexi-Pension drawdown was introduced as a retirement…
Managing Risk In Retirement
Managing Risk In Retirement One of the issues to consider when preparing a retirement plan is…
Pension Drawdown Investment Strategy – An Overview
Pension Drawdown Investment Strategy – An Overview The pension freedoms delivered a new option…
What Is A Reasonable Pension Exit Fee?
What Is A Reasonable Pension Exit Fee? A pension exit fee is defined as…
What Are Your Best Pension Options?
What Are Your Best Pension Options? Until recently there was limited scope when considering…
Pension Drawdown Benefits And Risks
Before the new pension and tax rules (April 2015), the options available at retirement…
Calculating Your Final Pension Fund Value
Calculating Your Final Pension Fund Value When first meeting with clients we often find…
3 Typical Pension Plan Problems Identified During A Review
3 Typical Pension Plan Problems Identified During A Review As experienced independent financial advisers,…