Another busy week for this Financial Planner
This week I have been the feature of the FT Adviser Diary of an Adviser. In it, I describe a...
Four Years of Pension Freedoms
On 6th April 2015, George Osborne announced that “no one will have to buy an annuity” came into law, and...
Spring Statement Highlights & Analysis
With an uncertain Brexit outcome still looming large, Chancellor Philip Hammond faced an unenviable task in presenting his Spring Statement...
Stuff it!
What sounds like a quite rude response to a particular situation becomes less so when it is used by a...
Confidence to spend money on life experiences
One of our clients is currently spending the best part of five weeks on the South Island of New Zealand....
Tax Year End Retirement Income Planning
At this time of year, we are bombarded by reminders that the end of the tax year is coming. You...
Whose money is it anyway?
I'm somewhat surprised when talking with some clients that they seem to be seeking my approval before spending their own...
Simple solutions to technical challenges
One of my colleagues has just finished telling me the story of his weekend. Late on Sunday evening he was...
Making good decisions
I have been working today with our Senior Paraplanner, Amelia. Working together we have been preparing for a client strategy...
Transparency is an important part of our culture
Transparency is an important part of our business culture. We want to ensure that our clients have full and complete...