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…
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…
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…
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)….
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…
“I Might Get Hit By A Bus Tomorrow”
26.10.17
“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…
Investing in Shares Directly is a Loser’s Game
09.10.17
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…
If you want to talk to someone who will really listen, enter your details below to arrange a confidential chat.
