The retirement mistruth

If you pay much attention to advertisers and the media, you might think that retirement is all about riding jet skis, sipping sherry on the French Riviera or cuddling grandchildren. No doubt you’ve seen one, if not all, of the images on many of the retirement articles out there. While…

8 places to visit this autumn in the UK

With autumn just around the corner, it’s nearly time to put on your wellies and kick through piles of colourful leaves. So to celebrate the change of season, here’s our list of places you should visit to make the most of the stunning autumn scenery. 1. Isle of Lewis, Hebrides…

Fall in love with your finances

We’ll be the first to admit that your personal finances aren’t the easiest thing to fall in love with. It can be easy to bury your head in the sand when it comes to both your investments and regular expenditure. There are a couple of reasons for this. Firstly, some…

Time to start planning an autumn getaway with a difference

Autumn can be a difficult time of the year to plan a getaway. Even Europe’s sunspots can experience highly variable weather. In the Algarve, for instance, October temperatures can change from the high twenties to the mid-teens. So, booking a beach holiday may not be the best choice. You risk…

How to find the right investment for you

In the wake of the Woodford debacle, there’s a lot of talk around investments and the basis for choosing them. So we thought it would be helpful to outline what you should be thinking about when it comes to selecting an investment to enable you to get the best outcomes…

Six unique UK dining experiences not to be missed

Food is one of the greatest and most varied pleasures that life has to offer—it can be simple, complex or anything in between. But a dining experience is another thing entirely. And there’s a diverse assortment of different dining experiences available across the UK. Dine on the water If the…

Eight top tips on how to choose a financial planner

Finding and deciding upon the right financial planner can be a daunting task. That’s why we’ve come up with some ideas for how to choose a financial adviser that’s right for you. Follow these eight top tips and you should be well on the way to working with an adviser…

Fame? Money? Working hard? Research uncovers what really makes us happy

In the 1930s, Harvard University began the longest study on human happiness. They invited 19-year-olds from Harvard as well as teenagers from the poorest neighborhoods of Boston to participate. For over 75 years, they did medical tests, interviews and checked up on their subjects every two years to see how…

The advantages of ‘running through the numbers’

George Horace Lorimer once said: “It’s good to have money and the things that money can buy, but it’s good too, to make sure you haven’t lost the things that money can’t buy.” Establishing a balance in life is crucial and at the heart of this is knowing how to…

5 incredible safaris to add to your bucket list

At Charters Private Wealth, we love encouraging clients to draw up their own bucket list. But what exactly is a bucket list? Simply put, it’s a collection of dreams, goals and aspirations that you would like to accomplish within your lifetime. As you might expect, going on safari is a…
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