Our Resources

Our Resources

Trusted guidance that empowers you to make smarter financial decisions and build lasting confidence in your future.

general

How to improve your financial resilience

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book, and also…

news

How technology could be harming your investment decisions

Technology has made it easier than ever to invest and review the performance of your portfolio. Yet,…

general

4 steps that could recession-proof your retirement

In February 2025, the Bank of England halved its forecast for UK growth this year from 1.5% to just…

personal advice

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest…

general

Maximising the wellbeing of giving

Financial wellbeing is about having a financial plan that will make you happier, not just wealthier.

general

5 shrewd ways to avoid paying tax on your savings

24% of people think all their savings are tax-free, according to a Lloyds Bank survey carried out in…

What our clients say

I have been with Savant Financial for nearly 40 years and have recommended them to many of my… Read more

Colin Frew

I have been a client of Savant (David Milne Snr/Jnr) for over 30 years and have always experienced… Read more

Grant McGregor

David and his team are fantastic. I would highly recommend Savant Financial to anyone. David is so… Read more

M.Clark