Unfortunately, the best pension savers sometimes find themselves inadvertently breaching their pension Lifetime Allowance (LTA) and being charged an additional tax that erodes their savings. wavertonwealth.co.uk/pension-lifeti…

Saving enough for retirement is challenging for many people, but an era of changing demographic trends, such as increased longevity and delayed marriage, can make this journey even more difficult. Read more in our latest blog wavertonwealth.co.uk/accumulating-a…

New research reveals the key steps people have taken to embrace early retirement. Read more in our latest blog wavertonwealth.co.uk/leaving-work-b…

This week’s #TMT is Administration Manager, Diane. With 26 years working in the IFA sector or Financial Services, providing Administration & PQ support to advisors, she joined WW in 2021 & is now Admin Team Leader. Diane is a Cub Scout Leader & likes to keep fit with her collie!

These are The Economist’s best books of 2022... wavertonwealth.advisor.news/these-are-the-…

Increasingly, pension savers are asking where their funds are invested. People are no longer just concerned about returns; they want their money to be used in a way that aids society & the planet. wavertonwealth.co.uk/rising-to-the-…

#TestimonialTuesday #testimonials #reviews #customerservice #wealthmanagement #financialadvisor #financialguidance #wealthplanning

Debt might be the lifeblood of modern capitalism but it also causes heartache. wavertonwealth.advisor.news/sober-advice-o…

Many of us are unsure about what to expect when it comes to planning for the future. Study after study has indicated that many of us aren’t sure whether we will be able to retire comfortably. Read more in our latest blog wavertonwealth.co.uk/planning-for-t…

You don't have to stop working or pursuing professional growth just because it's time for retirement. It's time to rethink our views on what it really means to "retire." wavertonwealth.advisor.news/retirement-doe…

This week’s #TMT is Scott. Having worked at Waverton Wealth for 12 years, he is one of our paraplanners' & has 25 years experience in financial services. Scott prepares client reports, undertakes research & provides support for the firm’s directors. Scott loves music & movies.

Sometimes in economics it is easier to see what is likely to happen in 20 or 30 years’ time than it is to know what will happen next week. This past year has been one of those times when the forecasters have been dramatically wrong. wavertonwealth.advisor.news/what-will-happ…

Should you be striking a balance between passion and pay at work? It wasn’t until the 1970s that a narrative started to build around finding interest and fulfilment as a centrepiece of career decision-making. wavertonwealth.advisor.news/should-you-be-…

Children don’t come with a manual, but here are a few key things to keep in mind when you’re giving them their introduction to the world of money. wavertonwealth.advisor.news/guardian/10-po…

Following pension reforms rising to age 57 from 2028 unless your plan has a protected pension age, you can start using the money you’ve saved in your pension, but there are a few things you’ll need to consider. Find out more: wavertonwealth.co.uk/accessing-your…

2022’s unlikely economic winners Which countries performed best and worst this year? wavertonwealth.advisor.news/2022s-unlikely…

The number of workers with small pension pots of under £1k has surged dramatically recently, as auto-enrolment allows millions of people to benefit from workplace pensions for the first time. wavertonwealth.co.uk/tracking-down-…

This week's #TMT is Director Alan J Reid. Alan is experienced in dealing with clients requiring a personal & dedicated service tailored specifically for them. His core values are honesty, sincerity, trust & reliability, resulting in many clients being referred. #TeamMemberTuesday

The Best Films of 2022: The Silver Screen Staggers On An audience for character-driven, superpower-free movies remains elusive—but the year produced several great works that deserve to find one. wavertonwealth.advisor.news/the-best-films…

Today’s #tmt is Paraplanner Claire Logue, who's been part of the Waverton Wealth team since 2014. Claire loves working alongside the advisors, finding the very best solutions for our clients. Outside of work, she has two sons keeping her very busy! #TeamMemberTuesday #paraplanner