Category Archives: Uncategorized

Advice Triggers! – Part 1 – Retirement

There are certain trigger points in everyone’s life where financial planning is particularly useful. I will be exploring each of these in turn. The first trigger point I will be looking at is retirement. What is retirement? Retirement means different things … Continue reading

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Post Election Planning…

The recent general election has produced an unexpected result and showed the limitations of predictions (a subject for another day I feel…). However, what could it mean for the future in financial planning terms? Pensions – Lifetime Allowance The lifetime … Continue reading

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Are you paying too much?

Do you know what you pay in investment and pension charges? In recent months the press has been littered with articles regarding the costs involved with investing. Most people are aware that investment funds publish a headline annual management charge … Continue reading

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