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…
Category: Retirement
Read the latest news and thoughts from our Financial Planner, Andrew.
The Majesty of Compound Interest
16.11.18
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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…
Are You Using Your Money in a Way That Makes You Happy?
20.09.18
Have you ever gone through that exercise whether verbally with someone else or in your head, where you work out how you would spend a lottery win? My wife and…
You Can’t Have Your Cake & Eat It – Inheritance Tax Planning Basics
20.08.18
Inheritance Tax Planning Basics Inheritance tax (IHT) is one of the more emotive taxes; when you have worked hard all your life and made sensible financial decisions to build up…
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…
“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…
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…