Running out of money
One of the biggest financial fears expressed by clients is running out of money before running out of life. After...
A plan to improve women’s financial resilience
It’s International Women’s Day and the financial services profession has been busy putting its best foot forward when it comes...
Choosing a legitimate financial adviser
There are several steps you should always take when choosing a legitimate financial adviser. One of these is checking that...
Kids are fine with parents spending their inheritance
Retirement today is a very different beast to the one enjoyed a generation or two earlier. The traditional view of...
Price inflation rises to 3.1%
Price inflation is in the news again today, with the Consumer Prices Index (CPI) measure of inflation rising to 3.1%...
Imposing fiscal constraints on spending habits
One of our clients made an interesting comment earlier this week about the benefit of a Financial Plan for imposing...
Aggressively masculine financial services
I was interested to read an article last week reporting that women find financial services ‘aggressively masculine’. This was according...
We need to talk about inheritance
There are lots of important financial subjects that families needs to discuss. As parents get older, inheritance becomes one of...
Disposable income uncertainty
How is your disposable income looking this year? The gap between what we earn and what we spend is, in...
Planning for increasing funeral costs
Death is an increasingly expensive business. According to some new research, the cost of an average funeral in the UK...