Financial Planning & Investment Management
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Our mission at XYPN? Help people live their great lives. We believe that financial planning should be accessible to all. Make it possible with us.
Step onto the property ladder with just a £5k deposit
2024-10-01
Stepping onto the property ladder can be overwhelming, so we have provided an overview of a range of borrowing schemes to help you secure the home you’ve been dreaming of.
Our experts are here to guide you through every step of the process, ensuring you find the right mortgage product tailored to your financial needs.
[…] The post Step onto the property ladder with just a £5k deposit appeared first on PK Group.
Our experts are here to guide you through every step of the process, ensuring you find the right mortgage product tailored to your financial needs.
[…] The post Step onto the property ladder with just a £5k deposit appeared first on PK Group.
Talk Money Week 2024 – We’re Proud to Be Supporting This Nationwide Initiative to Get People Talking About Money
2024-10-01
Talk Money Week is taking place from 4th – 8th November 2024 and is the annual event all about getting the public talking about money.
The week is overseen by the Money and Pension Service – a national body bringing toget...
The week is overseen by the Money and Pension Service – a national body bringing toget...
When do you need a business valuation?
2024-09-11
West Carr & Harvey are often called upon to provide business valuations for a variety of reasons.
When might you need a business valuation? 1....
from When do you need a business valuation? The post When do you need a business valuation? appeared first on West Carr & Harvey.
When might you need a business valuation? 1....
from When do you need a business valuation? The post When do you need a business valuation? appeared first on West Carr & Harvey.
The future of retirement
2024-09-05
Experiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past and potential future scenarios.
Over the past 50 years, a ‘hard stop’ or ‘transitional’ retirement has been the predominant way people have transitioned into retirement.
A ‘hard stop’ refers to an abrupt […]
Over the past 50 years, a ‘hard stop’ or ‘transitional’ retirement has been the predominant way people have transitioned into retirement.
A ‘hard stop’ refers to an abrupt […]
FAIS Ombud clarifies remarks about consumers’ trust in their advisers
2024-08-27
The FAIS Ombud and the Financial Planning Institute of Southern Africa (FPI) issued statements this week after some financial advisers objected to the Ombud’s remarks about the extent to which...
The post FAIS Ombud clarifies remarks about consumers’ trust in their advisers first appeared on FPI.
The post FAIS Ombud clarifies remarks about consumers’ trust in their advisers first appeared on FPI.
Summer 2024 Financial Planning Newsletter
2024-07-17
The summer 2024 financial planning newsletter is now available.
In addition to the investment market update, it includes updates on inherited IRA required minimum distributions, HSA contribution limits, and the new Fincen filing requirement for business entities.
The newsletter also highlights strategies you may wish to consider for after-tax 401k contributions and trends in driving […]
In addition to the investment market update, it includes updates on inherited IRA required minimum distributions, HSA contribution limits, and the new Fincen filing requirement for business entities.
The newsletter also highlights strategies you may wish to consider for after-tax 401k contributions and trends in driving […]