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…
18 Signs You Could Be Ready For Retirement
30.05.18
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…
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…
Rudyard Kipling’s ‘If’ Poem: A Successful Retirement Planning Translation
27.04.18
If you know why you work and why you play, If you can look after your future you the same as your current self, If you know what is important…
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)….
Hierarchy Of Spending Needs
09.04.18
If you struggle to prioritise your spending and find you have more month left at the end of your money or you aren’t putting enough away for the future you…
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…
Would An Accident or Illness Derail Your Future Plans?
23.03.18
How would an accident or illness derail your future plans? Many of us have life cover that will pay a lump sum on death so that mortgage debt can be…
“Should I Take my Final Salary Pension Lump Sum?”
09.02.18
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…
10 Strategies for a Successful Retirement Transition
09.02.18
I had a conversation with a potential new client the other day who was battling with the prospect of retirement and was wondering what a successful retirement transition might look…
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