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You’re Never Too Old to Plan!

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...
Too Little (Or Too Much) Too Late?

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...
What Kind of Retirement Do You Want?

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...
What’s Your ‘Why’?

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,...
Simplifying the Complicated

Simplifying the Complicated

From a very young age, you’ve likely been told to save for your future. At different times in your life, that future may mean different things. For instance, it could mean you’re saving for your first home, for your children’s education, or for retirement planning....
The Good Ship Retirement

The Good Ship Retirement

If you’ve taken a summer holiday or a mini-break already this year, perhaps as you’ve sunk into a lounge chair in the sun and thought, “I could do this every day.” And then, perhaps, you thought about retirement. It’s true that for some people retirement will mean...