Why the FTSE 100 obsession?
It’s been another busy day for global equity markets, with the media’s FTSE 100 obsession seeming to continue unabated. The...
Client feedback to improve our services
Last week we hosted our first ‘client advisory board’ meeting, which took place over the road at Cranleigh Arts Centre....
Gentle words of reassurance
It’s often said that our role as Financial Planners is to manage client behaviour, not to manage their money. When...
How to claim a power of attorney refund
Did you know that you can claim a power of attorney refund on part of your registration fee if you...
The lady who outlived her lawyer
During our client advisory board meeting this week, I shared the story of Jeanne Calment who lived in Southern France and died...
Be vigilant to social media fraudsters
It’s always important to be vigilant about the risk of investment fraud, but the scam artists seem to be changing...
How other people spend their money
One of the privileges of being a Financial Planner is getting to see how other people spend their money. Part...
Deputies and attorneys gifting guidance
The Office of the Public Guardian has published new guidance for how deputies and attorneys should approach giving gifts on...
Carillion enough to sink the pensions lifeboat?
It’s curtains for Carillion, with the announcement today that the construction company is going into liquidation. But is the collapse...
Avoiding hidden retirement dangers
Retirement should be an enjoyable period of life, but financial worries often mean retirees are concerned about avoiding hidden retirement...