Always consider the alternatives
I had a great meeting on Tuesday morning with a lovely retired couple. They came to see me at the...
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...
Wealth tax reforms could result in an extra £7bn a year of taxation
Death and taxes. The only two things said to be certain in life. As the country moves ever closer towards...
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...
Two ways to lose when investment markets fall
Market timing is an important issue when it comes to investor behaviour. Despite evidence to the contrary, there’s often a...
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...
The Retirement Rule of Thumb and What’s Wrong With It
We all know the formula E=MC2, but few of us can explain Einstein’s General Theory of Relativity. You’ll be pleased...