We all see money differently. Couple especially can have very particular views on money. Communication is everything!
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A lot of us find handling money tricky, especially the money in our pensions and investments. But it doesn’t have to be hard if you follow a process.
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Descending from the mountain can be trickier than the climb. Saving for your retirement is only part of it. You need to be clear on how to make it last!
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There could be a lot of value in you reviewing your financial position regularly. Financial planning is the antidote to uncertainty!
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Don’t under-estimate the power of inflation. In the long-term it could cause havoc with your money!
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Don’t just think about your pensions, ISAs, savings accounts and any other money you might have. Think about what you want your life to look like and then tie your money in with it.
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Investments. Where do you start? There’s some basic things you might want to know that will help you understand what can be a daunting world!
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Investing can be a bumpy ride, especially at the moment. But there are things you can do to make the experince a little less scary!
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Former Labour Chancellor Roy Jenkins said “Inheritance Tax is a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue”.
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If you plan to work while taking your pension, do you know what the tac situation will be? It’s worth knowing!
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Financial freedom. It probably means different things to different people and there’s no right or wrong answer that’s for sure.
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Experts tell you when you should invest or not invest. What do they know? The reality is that investing should be a process and not guesswork.
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What happens to the remaining pension pot if we die? Does it die with us (and stay with the pension company) or can it be passed to our loves one? I get asked this quite a lot.
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There are a lot of myths out there when it comes to investing. Here’s 7 to get you started!
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Is now the right time to buy? It depends on your long-term plans but the answer could be ‘yes’!
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Planning for your retirement can be daunting. You need to know what your options are and which one suits you. Pension, annuity, drawdown, ISA, bonds, the list can get pretty long!
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The amount you pay for your pensions or investments can have a big impact on their future value. Do you know what they're costing you?
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Helping you manage your investments and pensions through these difficult times. The stock market is unpredictable and bonds aren’t helping either. Independent financial advice could be a big help to you.
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What does inflation mean for your invested money? Well, for a lot of my clients, inflation-proofing is one of their key objectives and it’s not looking too clever at the moment!
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We've all heard the stories about people losing their pensions or investments to scam artists. Take precautions to protect yourself against this disgusting activity.
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