Pension & Divorce Checklists
The mystery of pensions is often contained in the jargon. For goodness sake what is a GAR? What on earth...
What does your IFA do for you?
This morning I spoke to an audience of over 50 IFAs on the subject of the IFA proposition; essentially what...
What is risk?
Risk, what a lovely word that is? I am being a little sarcastic; risk to most people is not a...
Is this a SIPP?
A client asked me this question after I had suggested that they pay a pension contribution to boost their retirement...
Five investments to avoid in 2012
2011 has been a tough year for investments. Or perhaps it is more accurate to say that 2011 has been...
An investment case study
Robert and Penny have had some historically poor experiences of investing their money. Their previous adviser was very keen on...
There is no such thing as free advice
Recently there has been some debate amongst our peers on the subject of “free advice”. In fact there really is...
Fixed Protection and the Lifetime Allowance explained
This morning I presented a live webcast on the subject of Fixed Protection and the Lifetime Allowance. Within this webcast...
A typical client journey
We always follow a six-step approach to helping our clients to achieve their financial planning goals and objectives. We thought...
Build, Manage & Protect Your Wealth
Our ‘strapline’ as a firm of Chartered Financial Planners is that we work with individuals, trustees and business owners to...