The Great Wealth Transfer: Are You Prepared? Did you know that £7trillion is about to change hands in the UK? It’s being called The Great Wealth Transfer, as baby boomers pass down an unprecedented amount of wealth to Millennials and Gen Z. While it sounds like a financial dream come true, the reality isn’t quiteContinue reading “The Great Wealth Transfer: Are You Prepared?”
Tag Archives: Finance
Mind the Gap: Understanding the Advice Gap in Financial Planning
Mind the Gap: Understanding the Advice Gap in Financial Planning In the world of financial planning, there’s a term that’s been gaining attention in recent years: The Advice Gap. It’s an issue that impacts countless individuals, from ambitious entrepreneurs to high-achieving professionals in sports and finance. Understanding what the advice gap is and why itContinue reading “Mind the Gap: Understanding the Advice Gap in Financial Planning”
Why Financial Planning is for Everyone
Why Financial Planning is for Everyone When you hear the words “financial planning,” you might picture someone in a sharp suit, managing vast amounts of wealth. It can feel like financial planning is only for the wealthy or business executives. But here’s the truth: financial planning is for everyone. Yes, you too. No matter whereContinue reading “Why Financial Planning is for Everyone”
Taks Financial Planner 