Category: Shares

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

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“Should I Take my Final Salary Pension Lump Sum?” 09.02.18

Financial independence, Investing, Pension, Shares

A question I am asked on a fairly regular basis by new and existing clients is “Should I Take my Final Salary Pension Lump Sum?” Like many questions that appear…

14 Retirement assumptions you may later regret 25.01.18

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…

It’s OK to Spend Savings in Retirement 15.12.17

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…

Investing in Shares Directly is a Loser’s Game 09.10.17

Investing, Shares

Despite what the financial media like to tell you I believe investing in shares directly is a loser’s game. With the UK and global stock markets at record highs and…

Should I Wait To Invest? 18.08.17

Investing, Pension, Retirement, Shares

“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…

This Is Probably The Biggest Mistake DIY Investors (& Advisers) Make 11.04.17

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, –…

Investing is Simple Once You Block Out The Noise 12.10.16

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…