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Read the latest news and thoughts from our Financial Planner, Andrew.

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It’s OK to Spend Savings in Retirement 18.03.25

Financial independence, Investing, Pension, Retirement, Shares

Don’t worry, it’s OK to spend savings in retirement, but it does come with a caveat. If you have been diligent during your working life you will have built up…

14 Retirement assumptions you may later regret 02.12.24

Financial independence, Investing, Pension, Retirement, Shares

We make assumptions every day; we have to otherwise we would never get anything done. Most of the time the assumptions we make are either correct or immaterial if they…

Investing is Simple Once You Block Out The Noise 21.10.24

Investing, Pension, Retirement, Shares

Investing, whether that is via your pension, ISA or an investment account is a simple process made complicated by the cacophany of noise that pervades the financial services market. Google…

This Is Probably The Biggest Mistake DIY Investors (& Advisers) Make 28.07.24

Investing, Pension, Retirement, Shares

Here’s a list of things you wouldn’t do: – Drive only looking in the rear view mirror, – Pick the winner of the Grand National based on last year’s, –…

Your Pension Fund Doesn’t Care If Your Boiler Breaks Down (& Other Reasons Why Buy To Let Investing Isn’t The Panacea) 07.07.24

Investing, Pension, Property, Retirement, Shares

If I had a £1 for every time someone said to me they are interested in buy to let investing I would be on a beach somewhere right now (or…

Lessons From An Elephant In The Peanut Factory – How To Avoid Financial Regret. 15.04.24

Investing, Money, Shares

Fans of The Simpsons may remember the episode in which Bart unexpectedly wins an elephant. In the whimsical style of the Simpsons, the elephant escapes and wreaks havoc through a peanut…

Tinkering With Your Portfolio Is Not Helping You 05.07.23

Investing, Shares

Claudio Ranieri is most famous in this country for guiding Leicester City to a shock Premier League title in 2016. Until then, he was remembered for managing Chelsea at the…

Using The Football World Cup & A Betting Exchange To Explain Stock Markets 18.12.22

Investing, Shares

“When the facts change, I change my opinion, what do you do Sir?” John Maynard Keynes The World Cup has just reached its conclusion with Argentina claiming their third World…

The Small Changes You Don’t See 02.08.22

Investing, Money, Pension, Shares

The imperceptible change in your son or daughter as they grow up. The growth in the shrub you bought as a young plant that has now matured in your garden….

Using The Premier League To Explain The Stock Markets 08.07.20

Investing, Money, Shares

Sometimes difficult concepts are easier to understand by way of analogies and, for many, the stock markets are things of mystery where the innocent go to lose their money. Hopefully,…

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