Sterling North IFA

18/08/2022

Do you have financial protection in place for your loved ones in case something happens to you in the future?

It may surprise you that only a quarter of Brits have planned ahead with a protection policy, click the link below to read more...

https://www.sterlingnorth.co.uk/financial-advisors/look-after-your-life-with-a-life-insurance-policy/

Only a quarter of Brits have a life insurance policy in place. Life insurance provides crucial peace of mind for those left behind.

02/08/2022

If you have a Lifetime ISA (LISA) you may be interested to know that the Government has reclaimed £34m in withdrawal charges in the 2020/2021 tax year.

Read more in our latest blog....
https://www.sterlingnorth.co.uk/financial-advisors/?p=600&preview=true

During the 2020/21 tax year, HMRC reclaimed £34m in Lifetime ISA (LISA) withdrawal charges, were you effected?

22/06/2022

Are you in your 40's?
Do you know at what age you can claim your pension?
Things are changing, read our latest blog to keep up to date with the latest news on pensions!

https://www.sterlingnorth.co.uk/financial-advisors/your_pension_age_might_be_changing/

08/06/2022

Many people have used the last couple of years to make positive life changes. Three in five people have questioned what is important in life, while half feel their priorities have changed.

Two in five credit the pandemic with encouraging them to build more long-term savings.

However, one in four now feel less comfortable about coping with unforeseen events than they did before the pandemic.

If this sounds familiar, check out our latest blog below:

Many people have used the last couple of years to make positive life changes. Half of those interviewed feel their priorities have changed.

26/05/2022

When it comes to life admin, would you say you were a procrastinator? Or maybe you're more of a forward planner?

Read our latest blog on your admin personality type!

When it comes to mundane but crucial organisation tasks – what life admin personality type are you - procrastinator or forward thinker?

12/05/2022

Only a quarter of Brits look after their life with life insurance or critical illness insurance cover policies in place, despite two in five knowing someone who has had a serious accident or been too ill to work, a new study has found.
If you are thinking about protecting your family with a life insurance policy, read our latest blog here:
https://www.sterlingnorth.co.uk/fin.../look-after-your-life/

Only a quarter of Brits look after their life with life insurance or critical illness insurance cover policies in place.

26/04/2022

Spring seems to be in full bloom and it's a great time to plan!
It’s important to look beyond short-term bouts of market volatility and ensure your financial objectives remain firmly aligned to your life goals – which may well have shifted or flexed over the last couple of years.

Read our latest blog here:
https://www.sterlingnorth.co.uk/financial-advisors/spring-into-action-with-your-financial-objectives/

Spring is very much a time to look forward and plan & ensure your financial objectives remain firmly aligned to your life goals.

13/04/2022

This week we are shining the spotlight on protection insurance, do you have some in place?

Jackie Chan’s Stunt Team may be blacklisted by all insurance companies for protection insurance, but for most people life insurance is an easier task to tick off the to do list, no excuses.

Read our latest blog to find out more!

With one in three people more likely to buy protection insurance because of experiences during the pandemic*, COVID has led many to reassess priorities.

30/03/2022

If you find financial jargon overwhelming, you are not alone! Read our latest blog here:

Financial jargon is common in the world of investments and pensions, which can make them seem impenetrable and intimidating. If the thought of ‘Equities’ and ‘Investment ISAs’ makes your heart race, you’re not alone, new research from Barclays (2021) has shown that financial terms really do make people anxious.

If the thought of financial jargon such as ‘Equities’ and ‘Investment ISAs’ makes your heart race, you’re not alone research has shown.

17/03/2022

Read our latest blog here...

Many parents give their children a flying financial start by saving or investing throughout their childhood for their future.
A new survey shows mothers typically take the lead in this area, while cash remains disproportionately popular.

Many parents give their children a flying financial start by saving or investing throughout their childhood for their future.

01/03/2022

From many people’s perspectives, the Autumn Budget may have left a feeling that nothing much had changed in the world of personal financial planning, as there were no major changes announced to Income Tax, Capital Gains Tax, Inheritance Tax or pensions. However, the key consideration is how outside factors such as higher inflation could affect your finances and what steps you should take before the end of the tax year to make the most of any allowances and exemptions.

Read our latest blog below for our thoughts.

Personal financial planning - how outside factors such as higher inflation could affect your finances and what steps you should take.

18/02/2022

Despite over half (57%) of consumers wanting their pension to be invested responsibly to help tackle climate change, only one in seven people who have a pension currently invest it responsibly.

Our latest blog is worth a read if you're interested in investing responsibly
http://ow.ly/ZqKq50HYw08