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…
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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…
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…
When I first meet with prospective clients the majority of the initial meeting is spent understanding their lifetime priorities. The money takes a back seat in the discussion. This may…
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…
In Charles Dickens’ A Christmas Carol the central character, Ebenezer Scrooge was visited by three ghosts on the eve of Christmas: the ghost of Christmas past, the ghost of Christmas…
“I might get hit by a bus tomorrow” This is what I was told by someone the other day who wanted to transfer his Final Salary pension scheme so that…
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…
You’ve got to the point where you are asking yourself “Should I pay off my mortgage?”. Maybe the children have left home so your disposable income has increased or perhaps…
When it comes to retirement planning you will have a lot of questions swirling through your mind. The following are the five most important questions to ask for your retirement…