PROJECT: Paraplanner!

PROJECT: Paraplanner!

Sep 26, 2018 | General

My role, as protection paraplanner, begins after the Advisor has been out to meet our new client. This is the part that clients do not see, behind closed doors… Team Newbridge, working together to support the Adviser and client. The first step is for the Adviser...
A Week in the Life… Principal Adviser Blog

A Week in the Life… Principal Adviser Blog

Sep 5, 2018 | General

A Week in the Life… Team Newbridge Another busy week for me; meetings with clients, building relationships with professional connections, discussing cases with my team and meeting my business coach. Gareth Elliott, Managing Director / Principal Adviser Monday...

Guide to Pensions and Divorce

Feb 10, 2018 | Pensions

Download PDF Guide Breaking up is hard to do! Divorce and pensions are very significant. A pension could be a couple’s most valuable matrimonial asset, in some cases worth more than the equity in the family home. As such, it is important that pensions are considered...

Guide to Estate Preservation

Feb 5, 2018 | Financial Advice

Download PDF Guide Passing on your wealth in the most tax-efficient way Welcome to our Guide to Estate Preservation. Wealth transfer has become an important issue for many families today. Individuals with assets of any size should prepare for their eventual transfer...

Guide to Year End Tax Planning

Feb 1, 2018 | Tax

Download PDF Guide It’s important to take the time to give your finances a year-end check-up. The 2017/18 tax year ends on 5 April 2018, with the new tax year beginning the following day, on 6 April. These are important dates for financial planning, so it’s important...

January – February 2018 Magazine

Jan 16, 2018 | Magazine

Download PDF Guide Welcome to our first edition of 2018. The New Year is the perfect time to overhaul your life for the better, and one excellent place to start is by making solid financial resolutions that can help get you closer to your money goals, whether it’s...

LONG-FORGOTTEN PLANS

Oct 16, 2017 | Pensions

MANAGING YOUR PENSION SAVINGS EFFECTIVELY AND EFFICIENTLY FROM A SINGLE POT     IF YOU’VE WORKED FOR TWO OR THREE DIFFERENT EMPLOYERS, IT’S POSSIBLE YOU COULD HAVE A WORKPLACE PENSION FROM EACH OF THEM. YOU MIGHT ALSO HAVE SET UP A PERSONAL PENSION, SO THEY...

LONG-TERM INVESTING

Sep 22, 2017 | Investments

HEALTHIER LIFESTYLES AND MEDICAL ADVANCES MEAN THAT MANY OF US CAN EXPECT TO ENJOY LONGER LIFESPANS THAN PREVIOUS GENERATIONS. HOWEVER, THIS CREATES A SIGNIFICANT CHALLENGE BOTH FOR SOCIETY AS A WHOLE AND FOR US ALL AS INDIVIDUALS – HOW TO FUND A FULFILLING LIFE...

PENSION FREEDOMS

Sep 4, 2017 | Pensions

Will the new retirement rule of ‘no rules’ offer people a better financial future? FOLLOWING PENSION REFORMS, THERE ARE NOW MORE OPTIONS FOR USING YOUR PRIVATE PENSION POT. SINCE APRIL 2015, SOME PEOPLE OVER 55 HAVE GREATER FREEDOM IN HOW THEY CAN ACCESS THEIR PENSION...