An Emoji Guide to Inflation…
21.12.18
Inflation is the silent assassin of the personal finance world. While stock market crashes and bank defaults grab the headlines, over the long term it is the silent creep…
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Read the latest news and thoughts from Andrew.
An Emoji Guide to Inflation…
21.12.18
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An Emoji Guide to Investing
28.11.18
It is said that fear and greed are the primary drivers of stock markets; fear when markets are falling and greed when they are rising. However, despite it being tempting…
How The Cost of Your Weekly Shop Could Grow To £293,000 if Saved in a Pension
09.11.18
To non-financially minded people, it can be difficult to grasp how much you need to invest to grow a pot of capital for your future benefit. Perhaps reframing it to…
12 Things To Do NOW To Not Run Out of Money in Retirement
01.11.18
When I ask clients and prospective clients why their money is important to them it is usually because it provides freedom and financial security. In other words, they want to…
You Can’t Have Your Cake & Eat It – Inheritance Tax Planning Basics
20.08.18
Inheritance Tax Planning Basics Inheritance tax (IHT) is one of the more emotive taxes; when you have worked hard all your life and made sensible financial decisions to build up…
15 Questions to Answer Before You Transfer A Company Pension
02.08.18
Should You Transfer A Company Pension? I met with a couple the other day to discuss the option of them transferring an old company pension (a final salary or defined…
A Stock Market Investing Checklist
01.08.18
Investing in global stock markets isn’t appropriate for everyone and not everyone is appropriate for stock market investing. However, if you are planning for the future and want to make…
“I Like Property Investing Because I Want Control” – Really?
30.07.18
As the great British love affair with property continues I regularly have conversations with people who believe that owning a second property as an income stream is the best use…
12 Reasons Why an Ongoing Financial Review is So Important Before Retirement
29.06.18
When was the last time you had a financial review? I regularly meet with prospective clients who set up a pension or ISA many years ago and haven’t looked at…
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…
