“I Like Property Investing Because I Want Control” – Really?
30.07.18
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…
12 Reasons Why an Ongoing Financial Review is So Important Before Retirement
29.06.18
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…
The Stock Markets Can’t Hurt Your Wealth – Only You Can!
29.06.18
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…
Worrying About the Latest Crisis Isn’t Helping You or Your Money
29.06.18
Are you worried about what to do with your money because of some current crisis that is hogging the news headlines: Brexit/Trump/North Korea/Putin/Oil prices/the latest crisis du jour (delete as…
The Bigger Picture
09.04.18
In my experience, when thinking about their wealth, most people (and sadly, all too often, financial advisers) want to know that they have the ‘best’ pension/ISA/Investment Portfolio (delete as appropriate)….
Would An Accident or Illness Derail Your Future Plans?
23.03.18
How would an accident or illness derail your future plans? Many of us have life cover that will pay a lump sum on death so that mortgage debt can be…
“Should I Take my Final Salary Pension Lump Sum?”
09.02.18
A question I am asked on a fairly regular basis by new and existing clients is “Should I Take my Final Salary Pension Lump Sum?” Like many questions that appear…
Should I Transfer My Final Salary Pension?
25.07.17
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…
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