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…
Should I Wait To Invest?
18.08.17
“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…
How Can I Take Money From My Pension?
31.07.17
Now that I don’t need to buy an annuity, how can I take money from my pension? In the 2014 Budget George Obsornne declared, “no one will need to buy…
Should I Transfer My Final Salary Pension?
25.07.17
You may be asking “should I transfer my Final Salary pension?” (or Defined Benefit pension as they are also known). This is becoming more common as transfer values offered by…
Retirement Planning: Things to Do in Exeter in Retirement (or anyway)
05.07.17
Retired or planning your retirement in Exeter and wondering what to do with your time? Here’s a list of things to do that will provide you with some purpose, help…
Why Reviewing Your Finances Will Make You Richer
17.08.16
When you fly the plane’s pilot will control the aircraft on take off and landing but will flick over to autopilot while cruising. He doesn’t then put his feet up…
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