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)….
The Bigger Picture
Read the latest news and thoughts from our Financial Planner, Andrew.
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…
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…
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…
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…
“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…
A common objection to retirement I often hear is: “I don’t know what I’d do, I just end up being bored”. There is no doubt retirement takes some adjusting to…
Here’s a list of things you wouldn’t do: – Drive only looking in the rear view mirror, – Pick the winner of the Grand National based on last year’s, –…
Retirement planning can be a minefield which usually results in one of two behaviours: sticking one’s head in the sand to avoid worrying about it at the time or being…
Investing, whether that is via your pension, ISA or an investment account is a simple process made complicated by the cacophany of noise that pervades the financial services market. Google…