Posts by: Sean Banks

26th April 2024 - Sean Banks

Herbert Scott hosts Charity Golf Day

On Friday 19th April, Herbert Scott hosted a remarkable Charity Golf Day, bringing together clients, professional connections, and golf enthusiasts alike for a day of camaraderie and philanthropy. Against a backdrop of the picturesque Lewes Golf Club, participants came together to support a cause close to our hearts – Chestnut Tree House, the Sussex children’s hospice. A Day of…

read more
26th April 2024 - Sean Banks

Retirement planning: Bringing together your goals and finances

Effective retirement planning often involves weaving together lots of different threads. As you think about your retirement, you might be unsure how to bring everything together, but a bespoke financial plan could put your mind at ease. Over the last few months, you’ve read about the importance of deciding how you’ll retire, why you should set out your goals, and…

read more
20th March 2024 - Sean Banks

A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam

A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial crime. Of the 2,000 people with assets worth more than £250,000 who were surveyed, 41% of them reported they had been scammed, with more than a third saying they had fallen victim in the last six months.

read more
18th March 2024 - Sean Banks

Retirement planning: The 3 main ways you could access your pension

When you give up work, your pension is likely to play a key role in creating an income. So, an essential part of retirement planning is often deciding how you’ll access your retirement savings. Last month, you read about the importance of setting out your retirement lifestyle goals and how financial planning could help. Your income will play a key…

read more
6th March 2024 - Sean Banks

All the winners and losers from the 2024 Spring Budget

With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better public services and lower taxes”. While the headlines will inevitably focus on Jeremy Hunt’s cut in National Insurance contributions (NICs), many less headline-grabbing messages will affect millions of families and businesses. Read on to find…

read more
15th February 2024 - Sean Banks

Retirement planning: The importance of setting out your lifestyle goals

When you start thinking about the steps you need to take when retiring, your focus might be on the financial side. Yet, it’s often a good idea to start with your lifestyle aspirations.  Last month, you read about the different options when deciding how you’ll retire. Now, it’s time to consider what…

read more
15th February 2024 - Sean Banks

The powerful investment lessons you could learn from chess grandmasters

In a few weeks, eight chess players will gather in Canada to compete in the World Chess Championship 2024 to determine who takes the top rank. The approach the world’s best chess players take could provide some powerful lessons for investors. Read on to discover what you could learn from grandmasters.  1. Set out a clear…

read more
19th January 2024 - Sean Banks

Retirement planning: Should you consider a phased retirement?

Retirement can be an exciting milestone, but one you might feel nervous about. One of the first things you may have to consider is how you’ll retire – would a phased retirement suit you? Over the next few months, you can read about key considerations if you’re nearing retirement, from contemplating the…

read more
19th January 2024 - Sean Banks

Why the numbers are essential for successful financial planning

When creating a financial plan, you often start with your goals. After all, setting out your aspirations first lets you create a plan that’s tailored to you. Yet, understanding your numbers is just as crucial for successful financial planning and they could help you understand the effect of your decisions.  So, which numbers are the key…

read more
14th December 2023 - Sean Banks

7 lessons you could learn from the Wright brothers to help your finances soar

December 2023 marks 120 years since the Wright brothers made their first flight in a Kitty Hawk in North Carolina. The flight lasted just 12 seconds but proved sustained flight of a heavier-than-air machine was possible and cemented Orville and Wilbur Wright’s names in the history books. The Wright brothers became synonymous with aviation and opened the door for modern…

read more