Transition to a Financial Plan
Financial Planning is a process that adds real value to a person’s life when they are at a transitional stage...
Are you an Informed Choice client?
Are you one of our clients here at Informed Choice? We would know if you were and so would you...
Return on life or return on investments?
I attended a conference in the middle of 2018 on the subject of the future of Financial Planning. I know...
Falling off a cliff edge
One of the delights of doing this job is to demonstrate to certain clients that they simply have enough. They...
Financial planning is all about you
In order to prepare your financial plan we need to gather an enormous amount of data. In fact we are...
Where is your favourite holiday destination?
Where is your favourite holiday destination? I’m a big fan of short breaks in the UK with Dorset and East...
Introducing our new Retirement Income Planning Director
We’re very pleased to announce the appointment of Philip Wise as Retirement Income Planning Director at Informed Choice. Philip joins...
Should I buy an annuity or use income drawdown with my pension pot?
Client often ask us about whether to use their pension pot to buy an annuity or take the more modern...
Rowleys Centre for the Community
Rowleys Centre for the Community is a registered charity based here in Cranleigh. Last year I was invited to become...
To transfer your pension pot…or not
Each week we’re contacted by people with a burning financial question; should I transfer my defined benefits pension plan, or...