The first Child Trust Funds are maturing this year
The first Child Trust Funds will mature in September 2020, read Sarah Wilson Trainor’s thoughts on parents/guardians having a conversation with their children about this.
Sarah Wilson-Trainor – Blog Posts
Give your children’s financial future a LIFT
Sarah Wilson-Trainor, our Chartered Financial Planner explains why it's important to plan for your children's financial future as early as possible.
Divorce and pensions: things to consider
Sarah Wilson-Trainor explains why you should use a financial planner to understand your income needs before you settle a divorce...
What to consider when inheriting an investment or pension?
Sarah Wilson-Trainor, one of our long-serving Chartered Financial Planners tells us about the process for claims after a death and the steps required to navigate this complex journey.
Happy 20th birthday
When the ISA was introduced in 1999, many thought it to be little more than a rebranding of the two schemes it replaced. The following 20 years have proved ISAs to be much more. Sarah Wilson-Trainor explains.
Saving for your child with a Junior ISA
How Junior ISAs work and why using one to save for your child makes good financial sense.
How much risk should you take with your investments?
Your attitude to risk and resulting investment choices will change over time. That’s why it’s important to regularly revisit your risk profile and make sure investments are selected to suit your capacity for loss.