10 Things To Do In Your Fifties To Ensure Financial Security
21.05.20
When you get into your fifties life can feel like it’s picking up the pace a bit, the years go by more quickly and the thought of life after work…
Category: Retirement
Read the latest news and thoughts from our Financial Planner, Andrew.
10 Things To Do In Your Fifties To Ensure Financial Security
21.05.20
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Now Is a Good Time To Get Your Money Sh*t Together
06.05.20
Like many people, you’ve always promised yourself that you will get on to the difficult jobs when you have more time. These jobs might include a good spring clean of…
6 Reasons Why A (Good) Financial Planner Is Like Your Doctor
28.01.20
I was wondering the other day who do doctors and other medical professionals compare themselves to? What I mean by that is, in the financial planning profession (and probably many…
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…
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…