Align lifestyle expenses with healthy life expectancy 2nd March 2023 There’s an understandable focus on life expectancy whenever we look at an individual’s situation, unsurprisingly nobody wants to consciously... Read more
Busting the Premium Bonds myths 9th February 2023 How do Premium Bonds compare to returns on other forms of saving? We’re always keen to ensure whatever cash... Read more
Start the year with a fresh approach to investing 23rd January 2023 At the start of a new year it can be tempting to run with new resolutions and have a... Read more
Where’s the best place to invest this year? 12th January 2023 Our traditional first topic of the year, revisits the subject of predictions and the problems of forecasting. 12 months... Read more
Consolidating pensions. Is it the right thing to do? 5th December 2022 If you have multiple pension pots, it’s difficult to have a good sense of what you have. You may... Read more
The “awful” budget. What actions can you take? 21st November 2022 Stephen Bush of the Financial Times said of the budget, “This is, in a word, awful. Awful for households,... Read more
How to choose a great Financial Adviser 1st November 2022 How can you ensure the Financial Adviser you choose has your best interests at heart? In this period of... Read more
How does a falling Pound affect your investments? 10th October 2022 Apart from the wider economy, you may be wondering what affect the falling Pound Sterling is having on your... Read more
Pension funding opportunities 28th September 2022 The September 2022 Mini Budget was described by some as the “KamiKwasi” Budget. Whilst we won’t comment on that... Read more
Funding your lifestyle in retirement 16th September 2022 Spending patterns in retirement How to fund your desired future lifestyle is a key part of retirement planning. Underspending,... Read more