Kate Farmer - Quilter Financial Advisers

26/07/2023

Inflation at 9%* means unless your bank account savings are returning more, you’re losing money. Money in a bank isn’t the smartest way to save over the medium to long term.

As a Lighthouse Financial Adviser, I can help you achieve your financial goals and beat inflation.

*ONS – The Consumer Prices Index (CPI) in the 12 months to April 2023 rose by 8.7%

Approver Lighthouse Advisory Services Limited. June 2023.

16/01/2023

Recent analysis from Quilter has estimated that for a single person to enjoy a comfortable retirement they must have a pension of £645,000. Jon Greer, head of retirement policy at Quilter, said: “While these figures are only a guide it is worth noting that you need to build up a relatively significant pension pot just to achieve a moderate lifestyle."

Experts are sharing the right amount retirees need to have in their pension pot in order to live "comfortably".

10/11/2022

Don't panic!
The importance of remaining invested in volatile markets 📉
This graph shows how missing out on just a few of the best days can have a big impact on long-term returns.

07/11/2022

The Bank of England has increased interest rates to 3%. This is the eighth consecutive increase since December, pushing the rate to its highest level for 14 years. The rise will undoubtedly affect millions of people with mortgages who are now facing the possibility of much more expensive monthly repayments.

02/11/2022

The UK gender investment gap stands at almost £600bn, with millions more male investors than female investors, and men holding far bigger investment portfolios and pensions.

Men have billions more in stocks and shares Isas, investment accounts and private pensions, a new gender investment gap report reveals.

10/08/2022

Income Protection should be a priority if you are a business owner or self-employed to help eliminate the risks to you and your family if you can no longer work.