Financial Planning

A free lunch?

In the current tough economic environment, every penny counts.  Many people have been faced with a reduction in their...


A free lunch?

In the current tough economic environment, every penny counts.  Many people have been faced with a reduction in their...

Financial Planning

Tapered Annual Allowance

Tapered Annual Allowance The Pension Annual Allowance sets the limit on how much you can pay into a pension...


Tapered Annual Allowance

Tapered Annual Allowance The Pension Annual Allowance sets the limit on how much you can pay into a pension...

Financial Planning

We have all the time in the world

We have all the time in the world ‘I don’t want brought up in a country where...


We have all the time in the world

We have all the time in the world ‘I don’t want brought up in a country where...

Financial Planning

Don’t forget your protection!

Don’t forget your protection! Most people are aware that their pension will allow them access to 25% of the...


Don’t forget your protection!

Don’t forget your protection! Most people are aware that their pension will allow them access to 25% of the...

Financial Planning

All things Green

All things Green 2017, Blue Planet II and David Attenborough have a lot to answer for when considering current...


All things Green

All things Green 2017, Blue Planet II and David Attenborough have a lot to answer for when considering current...

Financial Planning

Are you due a refund on a Power of Attorney?

Have you checked to see whether you are one of the many thousands of people in the UK who...


Are you due a refund on a Power of Attorney?

Have you checked to see whether you are one of the many thousands of people in the UK who...

Financial Planning

How do I securely cover the cost of a care home?

If you have savings and assets in excess of £23,250 (England) and are moving into a care home, you...


How do I securely cover the cost of a care home?

If you have savings and assets in excess of £23,250 (England) and are moving into a care home, you...

Financial Planning

How can I reduce the cost of long-term care to myself?

Being faced with the prospect of requiring care for yourself or a loved one can be daunting. It is...


How can I reduce the cost of long-term care to myself?

Being faced with the prospect of requiring care for yourself or a loved one can be daunting. It is...

Financial Planning

Brick in the wall

I consider the UK State Pension to be a key component of my clients’ secure income in retirement.  Therefore,...


Brick in the wall

I consider the UK State Pension to be a key component of my clients’ secure income in retirement.  Therefore,...

Financial Planning

The risks of pension consolidation

Bringing together or consolidating the various pension plans that you have built up over your working life into one...


The risks of pension consolidation

Bringing together or consolidating the various pension plans that you have built up over your working life into one...

Financial Planning

Do I need to reposition my investments prior to 29th March 2019, BREXIT?

Often the inference of this question is that the current investment strategy is not or will not be fit...


Do I need to reposition my investments prior to 29th March 2019, BREXIT?

Often the inference of this question is that the current investment strategy is not or will not be fit...

Financial Planning

What is a Bond?

Bonds come in many shapes and sizes and may or may not be suitable to your circumstances. “Bond” is...


What is a Bond?

Bonds come in many shapes and sizes and may or may not be suitable to your circumstances. “Bond” is...