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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...

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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,...

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A Goal Bigger Than Money!

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?

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

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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Does retirement inspire you?  Excite you?  Scare you?

Does retirement inspire you? Excite you? Scare you?

The Retirement Mindset Many people tell us they want to plan for their retirement.  They’ve worked long years and, whilst they’ve generally enjoyed their careers, they’re not sure how much is left in the tank so, in their minds, it’s time to look at drawing things to...

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Are You Putting Your Retirement at Risk?

Are You Putting Your Retirement at Risk?

You’ve probably worked hard and have your mind set on a restful and enjoyable retirement.  You’ve saved and planned for it but, just when it’s time to put things in place…BANG… it can all go wrong. It doesn’t have to be that way but we come across many people who...

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Retirement is a Process… Not an Event!

Retirement is a Process… Not an Event!

So, you’ve retired!  Congratulations!  How do you feel about it?  Many people feel liberated, unshackled from the bonds of work and time pressure.  It can be a truly wonderful feeling.  For others, however, there are stresses, as there were before retirement.  Life...

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The 3 Stages of Retirement

The 3 Stages of Retirement

During our working lives, we must adapt and react to changes in our circumstances.  It’s the same in retirement and we’d like to share what we’ve noticed from dealing with clients who are retiring (and retired) on a regular basis.  Retirement seems to have 3 stages to...

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