Never run out of money in retirement
Of course we could never guarantee such a thing, but this was the title of our second Saturday morning workshop...
Where does your adviser charge actually go?
At the end of this year new rules will be introduced that mean advisers can no longer receive commission payments...
10 things to do in the ten years before retirement
We delivered a workshop at the Cranleigh Arts Centre on Saturday morning providing attendees with a track to run on...
Going the distance
This morning in Cranleigh was bright and sunny albeit very cold. It was perfect for me to get my running...
If it’s done well, get rid of it!
I spoke at a meeting of the University of Third Age (U3A) in Cranleigh last week and we took a...
How we saved a client £50,000
Divorce can be a very stressful event. Adding to the complexity around the financial considerations is the sharing of pension...
Have you been shoehorned?
If you use the services of an Independent Financial Adviser (IFA), one of the things that you might value is...
Think carefully about your pension investment funds
We have been examining the pension arrangements of a client today and identified an issue that probably applies to a...
An old(er) man starts running
I stopped playing football in my early 30s and 25+ years later have done absolutely no intense physical exercise, apart...
Why seek financial advice?
We find that many of our clients come to us for advice because they lack the expertise, time or inclination...