Financial Planning Blog

  • Are you fit to retire?

    ‘WILL I BE ABLE TO AFFORD THE RETIREMENT LIFESTYLE I WANT?’ IS A QUESTION THAT MANY PEOPLE ASK BUT STRUGGLE TO FIGURE OUT. THERE ARE MANY WAYS TO ASSESS YOUR LIKELY INCOME IN RETIREMENT AND WORK OUT HOW MUCH YOU NEED TO PUT AWAY NOW TO ENJOY THE KIND OF LIFESTYLE YOU WANT IN LATER […]

  • Investment company sector

    Investment company growth story of the decade

    FUNDS OF THEIR DAY The investment company sector has always been innovative – the first collective investment vehicles in the late 1800s were, after all, closed-ended funds. Many of the early launches were investing in the American railway boom; they were, perhaps, the original infrastructure funds – the alternative assets funds of their day. According […]

  • Financial Advice with you in mind

    Financial advice with you in mind

    FEW PEOPLE REALLY HAVE THE TIME TO UNDERSTAND THE SIGNIFICANT NUMBER OF FINANCIAL PRODUCTS ON THE MARKET AT ANY TIME. IF YOU’RE LOOKING TO INVEST, BUY A PROTECTION PRODUCT OR PLAN FOR THE LONGER TERM, EXPERT PROFESSIONAL FINANCIAL ADVICE IS ESSENTIAL TO HELP ENABLE YOU TO CREATE A FINANCIAL PLAN THAT IS REALISTIC. One of […]

  • Dead flowers

    What happens to my pension if I die?

    Nobody likes to think about death, but when it comes to financial matters and taking care of your family, it’s worth considering what will happen if you pass away unexpectedly. With the new pension freedoms introduced in 2015, there are more options available and more variables to consider, if we want to make sure that […]

  • Top performing funds

    Top performing funds for 2017 (so far)

    If you’re thinking of investing your pension pot or other savings into high-performance funds, it helps to understand exactly what’s happening in the financial markets today. No doubt you’re looking for something you can buy and hold for the long run, and preferably leave well alone until your investment matures in 5, 10 or 15 […]