Should I Pay Off My Mortgage?
28.09.17
You’ve got to the point where you are asking yourself “Should I pay off my mortgage?”. May be the children have left home so your disposable income has increased or…
Category: Pension
Read the latest news and thoughts from our Financial Planner, Andrew.
Should I Pay Off My Mortgage?
28.09.17
Read more
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…
Would An Octopus Make A Successful Fund Manager?
01.07.17
I enjoyed a visit to the Living Coasts exhibition in Torquay the other day (well worth doing if you are in the area). The main attractions are the penguins and…
This Is Probably The Biggest Mistake DIY Investors (& Advisers) Make
11.04.17
Here’s a list of things you wouldn’t do: – Drive only looking in the rear view mirror, – Pick the winner of the Grand National based on last year’s, –…
Planning for One Objective Only Is A Gorilla Sized Mistake
03.04.17
The other day I met with a couple who were looking for advice: they had a successful business that was growing year on year but it was requiring them, particuarly…
5 Retirement Planning Misconceptions
15.03.17
Retirement planning can be a minefield which usually results in one of two behaviours: sticking one’s head in the sand to avoid worrying about it at the time or being…
‘Pretirement’ is an Ugly Word but a Relevant Concept
24.01.17
Pretirement seems to be first coined as a phrase back in 2010 and will increasing become part of the lexicon in the coming years. It’s an ugly word but a…
A Cautionary Tale of Two Investment Strategies
30.11.16
Imagine two investors with two different investment strategies: Mark Etimer & Si T. Tight (sorry!). They both invested the same amount in a global portfolio of 50% equities (including global…