21
Jun
2019
Beer, Brexit and the silent wealth killer
Don’t worry, this isn’t a Brexit heavy post, but it is relevant. You’ll see why shortly. The silent wealth killer? Well, that’s... Read More
31
May
2019
Should I invest in property or a pension?
It’s a question financial planners hear regularly, often after someone inherits money or gets a windfall. The thing is, the question isn’t... Read More
25
Apr
2019
24 hours in A&E and an epiphany
We can all get complacent over our health, whether we consider ourselves to be in good shape or otherwise. Having worked as... Read More
28
Mar
2019
What to expect when you meet a financial planner?
You might know the financial planning journey well. But, what about your family or friends who haven’t met with a financial planner?... Read More
7
Mar
2019
Ten retirement planning mistakes made by City professionals
As a busy professional, it’s easy to neglect your retirement planning. But, let’s take a minute to remind ourselves why pensions are... Read More
27
Feb
2019
An important (and exciting) update from Adam
It’s extremely rare that I write about myself. However, some news last weekend was so exciting I felt I had to share... Read More
30
Jan
2019
Ten signs your pension or investment needs reviewing
You might not realise your pension or investment is due for a review. It’s easy to get complacent when you have a... Read More
2
Jan
2019
Making sure your money outlives you
Traditionally, it was a rule of thumb that 4% was a sustainable withdrawal rate from your pensions to provide for a 30-year... Read More







