How much is enough?
We talk a lot about how much is enough? It is a fundamental plank of Financial Planning. Have I got...
Possession is just so important
If the heading of this blog sounds like the start of a football manager’s half-time team talk I apologise. In...
Bank of Mum and Dad
I guess a lot of people with children and indeed grandchildren are faced with the same challenges as some clients...
The tax year end approaches
5th April 2013 is the last day of the 2012/13 tax year. It is always worth remembering the adage that...
Overcoming the annuity nightmare
My colleague Catriona Lumiste posted a blog about annuities last week (well worth reading) and I was attracted to a...
In Surrey and looking for a good divorce lawyer?
The Legal Ombudsman has published a report stating that the most complaints that they receive are in respect of legal...
Haunting SIPP investments
The Financial Services Authority (FSA) will from time to time notice an investment trend that concerns them. Recently they have...
Why choose a Chartered Financial Planner?
There is little doubt that the Banking sector has had a pretty rough time of things in the last few...
Hiding assets on divorce
We occasionally receive enquiries from people getting divorced who want to hide assets from their spouse. Naturally this is not...
Is there any such thing as free advice?
Apparently the FSA mystery shopping exercise looking at Bank advisers discovered that some of them have been claiming that the...