“Now the Kids Are Gone We’ve Got Some Spare Money, What Should We Do With it?”
13.03.19
There comes a time in every parent’s life when the kids fly the nest (sure, they sometimes come back!) and you’ll reach that point when you find the rooms echo…
“How Much Money Do I Need to Retire?”
22.02.19
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…
“I Keep Hearing About SIPP Pensions. Should I Have One?”
15.01.19
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…
10 Things About (Good) Financial Advice that Might Surprise You
08.01.19
As with other professions, financial advisers haven’t enjoyed the greatest reputation. A large part of the lack of trust was the way advisers were remunerated for the work they carried…
What stories are you telling yourself about money?
22.11.18
Have you ever had one of the moments when you see, read or hear something that completely challenges assumptions you’ve previously had? The kind of moment that everything you thought…
The Majesty of Compound Interest
16.11.18
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…
How The Cost of Your Weekly Shop Could Grow To £293,000 if Saved in a Pension
09.11.18
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…
12 Things To Do NOW To Not Run Out of Money in Retirement
01.11.18
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…
Planning For Life’s Events: Where Life Goes, Money Flows
03.10.18
Sometimes planning for life’s events can seem futile. “Life is what happens when you are busy making plans.” as John Lennon famously sang. Which kinda makes you wonder why you…
Is Your Investment Portfolio The Hare or The Tortoise?
02.10.18
I get it, I’ve been there. The truth is, so have many of the UK’s world’s leading financial planners. When investing your money it is all too easy to look at…
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