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See What We’ve Been Blogging About’…

Is It All About the Money?

Like most of you, I know people who have a lot of money and I know people who have not so much.  Do you ever think about which group are happier?  It's probably a mixed bag and it depends on what motivates a person and how they find peace and happiness. You see, until...

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The Truth About Money!

When I meet people for the first time, I genuinely don't care about their money.  'But, Marco, you're a financial adviser...  surely the ONLY thing you're interested in is the money?'.  You might think so… There might be some people in my line of work who hang around...

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You’re Never Too Old to Plan!

I tend to focus on the issues relevant to people who are approaching retirement when I write these blogs.  People who need to get their 'financials' organised, so they can have a great retirement without worrying about money. This is a VERY important subject but what...

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Too Little (Or Too Much) Too Late?

So, there are some common concerns you might have about your retirement / financial future.  I guess they're all pretty natural concerns to have.  But you might not share these concerns, though, because you feel you have enough.  How do you know?  What if you're...

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What Kind of Retirement Do You Want?

Are You a Hoarder? You may have built up some money behind you, whether that be savings in the bank, investments, pensions, ISAs, Premium Bonds, etc.  GOOD FOR YOU! But what’s it all for?  You might say it’s there to give you ‘security’ for the future or ‘peace of...

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What’s Your ‘Why’?

When you engage with a traditional financial adviser (that’s not what we are, by the way), more often than not, you’ll want to talk about your financial products, mainly your pensions and / or your investments.  Your reasons for wanting to do so are always sound,...

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A Goal Bigger Than Money!

So, there’s this couple who come to see us.  He’s a middle manager in a large company and she’s a teaching assistant.  Their two daughters have long flown the nest and they have a comfortable lifestyle.  Not extravagant, comfortable. His job is stressful, and he...

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How’s Your Pension Looking?

I write a lot about retirement issues, as regular readers might have spotted!  The other day, I met someone for the first time and that got me thinking about writing something that might resonate with you.  She was a single lady in her fifties (not pictured below!)....

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How to Prepare For Retirement

‘I want to have a great retirement, but I don’t know if the financial plans I’ve made will give me enough to do the this’. Could this be how you’re feeling?  It’s a common issue facing many who come to see us.  In this blog, I explore ways to help you get the answers....

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