Where Does Your Money Go?
11.11.19
Managing your money is a balancing act between today’s and tomorrow’s wants and needs; focussing too much on one will have a detrimental effect on the other. Most people have…
Category: Retirement
Read the latest news and thoughts from our Financial Planner, Andrew.
Where Does Your Money Go?
11.11.19
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An Emoji Guide to Financial Planning
11.10.19
If you have ever: set up your own business, started a diet Trained for an endurance event got married It will have involved an element of planning. You will have…
Annuities – The Sheep in Wolves’ Clothing?
23.09.19
If I asked you if you would like to buy an annuity with your pension fund, if you are like most UK consumers, my guess would be you would answer…
Should I Combine My Pensions?
09.09.19
It’s common for people to get in touch with me looking for advice on whether to combine their pensions. They’ve got to the stage in their careers that they have…
2 Reasons Why People Don’t Take Enough Investment Risk (& Why It Might Be A Problem)
07.08.19
Investment risk and reward are inextricably linked; if you want to have the potential for higher returns you have to accept increased investment risk. It was ever thus and it…
3 Questions To Ask Yourself Before Buying Anything
10.07.19
As a kid whenever I was given money, my parents would often remark that it was burning a hole in my pocket. In other words, I felt I had to…
Choose Life (A Financial Planner’s Version)
05.06.19
Choose life. Choose freedom. Choose leisure. Choose pleasure Choose never having to worry about money. Choose global travel, time in the garden or writing that book. Choose working on your…
Capacity for Loss – Or How Much Can You Afford to Lose?
30.05.19
Over the past few weeks, there has been a debate on Twitter amongst a small section of the financial planning community and compliance consultants on the surprisingly thorny issue of…
An Emoji Guide to Budgeting
09.05.19
Do you ever have that feeling that you should be making better financial decisions with your money but never have enough of it left at the end of the month…
How Not To Compare Your Pensions
29.04.19
If you have worked for a number of different organisations throughout your career it is likely you have accumulated a number of different pension funds. All of which will have…