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…
Category: Financial independence
Read the latest news and thoughts from our Financial Planner, Andrew.
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…
I had a conversation with a potential new client the other day who was battling with the prospect of retirement and was wondering what a successful retirement transition might look…
We make assumptions every day; we have to otherwise we would never get anything done. Most of the time the assumptions we make are either correct or immaterial if they…
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…
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…
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…
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…