Chartered Wealth Management

T: 0203 972 6202


Cash may not be king

Pension savers risk a significant tax bill For most people over the age of 55, it is now possible to cash in or unlock all of your pension. How you take these benefits will depend on the type of scheme you have and how you want to […]

Read more

Reviewing your needs and goals

Reviewing your needs and goals Take the time to think about what you really want from your investments The sooner you start investing, the better off you will be. This is a simple truth, and it is based on the fact that even the most conservative investments […]

Read more

Protecting yourself from scams

Protecting yourself from scams Fraudsters are using sophisticated ways to part savers from their money Pension and investment scams are on the increase in the UK. Everyday fraudsters are using sophisticated ways to part savers from their money, and the Internet and advances in digital communications mean […]

Read more

Countdown has commenced

Countdown has commenced Are you on track to a financially secure retirement future? When you are at the point of retiring, the new pension freedoms have opened up all sorts of alternative strategies to taking your pension benefits. The very concept of retirement is changing. Countdown has […]

Read more

When I’m Gone

When I'm Gone

When I’m gone How a simple list can help your loved ones after your death Although it may not feel like it, your family finances are probably more precarious than you think. It’s all well and good when the breadwinners are healthy and working, but if something […]

Read more

To Transfer, Or Not to Transfer

To Transfer, Or Not to Transfer? More than 100,000 people transferred out of Defined Benefit (DB) pensions in 2017/18[1]. A DB pension scheme is one where the amount you’re paid is based on how many years you’ve worked for your employer and the salary you’ve earned. The […]

Read more

What are your Retirement Income options?

What are your Retirement Income Options? On 6 April 2015, the Government introduced major changes to people’s defined contribution (DC) private pensions. Once you reach the age of 55 years, you now have much more freedom to access your pension savings or pension pot and to decide […]

Read more

Protection matters

Lifebelt on beach

Protection matters Families face a precarious situation if the worst were to happen Everyone’s circumstances are different, but most people start to think about cover to help protect their family financially once they have children. But research from Scottish Widows[1] reveals that 60% of women in the […]

Read more

Generous grandparents

Grandparents with Grandchild

Generous grandparents The bank that likes to say ‘yes’ Forget the Lamborghini – 2.4 million UK grandparents[1] have either raided their pension to support their grandchildren or plan to in the future. According to research from LV=, a quarter of generous grandparents (25%) who have already given […]

Read more
Cookie Settings