by Gretchen Betts | Jul 23, 2024 | Vlog
Hi everyone, it’s Gretchen here Political shifts are happening with a new Labour government in the UK, promising changes in economic policies. Stay tuned for more updates on how it might affect your investments. Across the pond, Former President Trump was...
by Gretchen Betts | Jul 2, 2024 | Financial Planning
Managing your finances effectively is crucial for a secure and fulfilling future. Our 10-point plan provides a comprehensive guide to help you take control of your financial life. Here’s how to get started: Get Organised! Begin by gathering all your financial...
by Gretchen Betts | Jun 22, 2024 | Vlog
Welcome to Gretchen’s June Vlog! Here’s a quick rundown of this month: Exeter Trip: A fantastic start to the month with productive days in Exeter, filled with friendly conversations and cash flow planning. It was great to see some of you in person...
by Gretchen Betts | Jun 7, 2024 | Financial Planning
When significant life milestones take place, it’s good to have the support of a Financial planner. But how do you even find one? What is working with a financial planner like? Can’t you continue to look after the money and finances yourself? It’s never been easier...
by Gretchen Betts | May 30, 2024 | Pension, Uncategorized
Two common misconceptions about pensions upon death are: My pensions die with me. My pensions are distributed according to the will. In most cases, neither of the above statements are accurate. Pensions and Your Estate A significant benefit of having funds within a...
