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…
Worrying About the Latest Crisis Isn’t Helping You or Your Money
29.06.18
Are you worried about what to do with your money because of some current crisis that is hogging the news headlines: Brexit/Trump/North Korea/Putin/Oil prices/the latest crisis du jour (delete as…
16 Reasons Why An Ongoing Review is So Important In Retirement?
27.04.18
When you get to retirement it is easy to think your investing is done. You’ve grown your wealth, now you sit back and enjoy the fruits of your labour. If…
The Bigger Picture
09.04.18
In my experience, when thinking about their wealth, most people (and sadly, all too often, financial advisers) want to know that they have the ‘best’ pension/ISA/Investment Portfolio (delete as appropriate)….
Volatility! What is it? And Does it Matter?
09.04.18
If you do any background research on investing it won’t be long until you come across the term ‘Volatility’. Investment professionals and financial regulators use it to define investment risk…
“I Might Get Hit By A Bus Tomorrow”
26.10.17
“I might get hit by a bus tomorrow” This is what I was told by someone the other day who wanted to transfer his Final Salary pension scheme so that…
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…
Retirement Planning: Things to Do in Exeter in Retirement (or anyway)
05.07.17
Retired or planning your retirement in Exeter and wondering what to do with your time? Here’s a list of things to do that will provide you with some purpose, help…
If you want to talk to someone who will really listen, enter your details below to arrange a confidential chat.
