When I first meet with prospective clients the majority of the initial meeting is spent understanding their lifetime priorities. The money takes a back seat in the discussion. This may…
Category: Retirement
Read the latest news and thoughts from our Financial Planner, Andrew.
Don’t worry, it’s OK to spend savings in retirement, but it does come with a caveat. If you have been diligent during your working life you will have built up…
In Charles Dickens’ A Christmas Carol the central character, Ebenezer Scrooge was visited by three ghosts on the eve of Christmas: the ghost of Christmas past, the ghost of Christmas…
“I might get hit by a bus tomorrow” This is what I was told by someone the other day who wanted to transfer his Final Salary pension scheme so that…
When it comes to retirement planning you will have a lot of questions swirling through your mind. The following are the five most important questions to ask for your retirement…
“Should I wait to invest?” is a question many people are asking as the global stock markets seem to continue their ascent to new highs. You may be forgiven for…
Now that I don’t need to buy an annuity, how can I take money from my pension? In the 2014 Budget George Obsornne declared, “no one will need to buy…
You may be asking “should I transfer my Final Salary pension?” (or Defined Benefit pension as they are also known). This is becoming more common as transfer values offered by…
Retired or planning your retirement in Exeter and wondering what to do with your time? Here’s a list of things to do that will provide you with some purpose, help…
A common objection to retirement I often hear is: “I don’t know what I’d do, I just end up being bored”. There is no doubt retirement takes some adjusting to…