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)….
Volatility! What is it? And Does it Matter?
09.04.18
If you do any background research on investing it won’t be long until you come across the term ‘Volatility’. Investment professionals and financial regulators use it to define investment risk…
“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…
Investing in Shares Directly is a Loser’s Game
09.10.17
Despite what the financial media like to tell you I believe investing in shares directly is a loser’s game. With the UK and global stock markets at record highs and…
Should I Wait To Invest?
18.08.17
“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…
How Can I Take Money From My Pension?
31.07.17
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…
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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