Paris: A Memorable City Break Whether You Are 6, 46 or 66
06.06.24
What do you do during a Paris city break with a 6-year-old and a 9-year-old? Much the same as you could do as an adult. This travelogue can therefore be…
Category: Retirement
Read the latest news and thoughts from our Financial Planner, Andrew.
Paris: A Memorable City Break Whether You Are 6, 46 or 66
06.06.24
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Funding Later Life Care Needs: A Guide for The Elderly & Their Family
08.05.24
Care home fees planning is a difficult time. Moving into a care home is an experience nobody wants to have; the loss of freedom and dignity is scary for the…
The Power of Positivity: How a Positive Mindset Makes You Happier & Healthier in Retirement
07.05.24
In this video, I explain my belief that an inactive mind in retirement is a cause of mental and physical issues. I state it is only my belief, but it…
The Majesty of Compound Interest
17.04.24
My daughter is learning to read and write. For a six-year-old, she seems to be doing pretty well and has a good grasp of one and two-syllable words. But, of…
5 Essential Considerations Before You Transfer A Pension
21.03.24
There are currently many adverts on TV, radio and online encouraging you to transfer your pension to a new provider, and there are benefits in doing so. However, deciding to…
“I’ve Climbed To The Top of the Mountain. Now it’s Time to Climb Down, And it’s Scary.” A Metaphor For Retirement.
12.03.24
A prospective client I met with recently described her thoughts on her pending retirement; having spent a career working her way to the top, she felt that she was at…
15 Questions to Answer Before You Transfer A Company Pension
19.01.24
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…
Mind the Retirement Income Gap
10.01.24
It used to be easy; you’d work all your career for one company, get to 60 or 65 then retire with a healthy final salary pension plus your State Pension….
18 Signs You Could Be Ready For Retirement
06.01.24
Are you wondering if you are ready for retirement? Are you still working but wondering if it is time to stop? Perhaps you have doubts about it and are fearful…
Busy, But Not Fulfilled
28.11.23
I’ve lost count of the number of times a retired client has said something along the lines of “People said to me, once you are retired, you’ll wonder how you…