“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…
Category: Pension
Read the latest news and thoughts from our Financial Planner, Andrew.
“How Much Money Do I Need to Retire?”
22.02.19
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“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…
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…
What’s The Protein & Fat in Your Spending?
03.08.18
Think about protein and fat in your diet. Protein plays an essential role in building muscle, tissues and cells and creating hormones and antibodies. Whereas, whilst some fat is important…
15 Questions to Answer Before You Transfer A Company Pension
02.08.18
Should You Transfer A Company Pension? I met with a couple the other day to discuss the option of them transferring an old company pension (a final salary or defined…
A Stock Market Investing Checklist
01.08.18
Investing in global stock markets isn’t appropriate for everyone and not everyone is appropriate for stock market investing. However, if you are planning for the future and want to make…
“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…