I’m often asked “how big does my pension need to be?”, or words to that effect. A simple question to which a simple but not very helpful answer is: It…
Category: Pension
Read the latest news and thoughts from our Financial Planner, Andrew.
You might often read or hear about SIPP style pensions in the financial press but what are they and do you need one? What is a SIPP? SIPP stands for…
My son has just started school and is learning phonics. For a four-year-old, he seems to do be doing pretty well and has a good grasp for the simple sounds…
To non-financially minded people, it can be difficult to grasp how much you need to invest to grow a pot of capital for your future benefit. Perhaps reframing it to…
When I ask clients and prospective clients why their money is important to them it is usually because it provides freedom and financial security. In other words, they want to…
Should You Transfer A Company Pension? I met with a couple the other day to discuss the option of them transferring an old company pension (a final salary or defined…
Investing in global stock markets isn’t appropriate for everyone and not everyone is appropriate for stock market investing. However, if you are planning for the future and want to make…
As the great British love affair with property continues I regularly have conversations with people who believe that owning a second property as an income stream is the best use…
When was the last time you had a financial review? I regularly meet with prospective clients who set up a pension or ISA many years ago and haven’t looked at…
Over the years that I’ve been a financial planner, I have had many conversations with clients and prospective clients about their investment experiences. Most people will have some story about…