Where do you start with Warren Buffett? Widely recognised as the world’s shrewdest investor, the “Sage of Omaha” is now...
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2020 has been a year of great uncertainty. Of course Covid-19 has dominated the landscape, bringing with it insecurity for...
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Look, it happens regularly… people realise that with their current retirement planning approach, they are going to fall short of...
Continue Reading
It’s not an easy ride for investors today, when you consider some of the actual and potential headwinds facing you,...
Continue Reading
As we emerge from lockdown and the world is getting back to some sort of normality, unfortunately for some people...
Continue ReadingWhere do you start with Warren Buffett? Widely recognised as the world’s shrewdest investor, the “Sage of Omaha” is now 90 years young and still doling out nuggets of advice to investors across the globe. Using his investment expertise, he had amassed a fortune of some $79 billion as of August 2020, making him the […]
2020 has been a year of great uncertainty. Of course Covid-19 has dominated the landscape, bringing with it insecurity for some people around both their health and also their economic circumstances. As countries are moving in and out of various states of lockdown, for many people this is creating a lot of worry about their […]
Look, it happens regularly… people realise that with their current retirement planning approach, they are going to fall short of achieving the lifestyle they want in retirement. This happens for a whole lot of reasons – not having a plan, starting to save too late, not saving enough or the wrong investment strategy.
It’s not an easy ride for investors today, when you consider some of the actual and potential headwinds facing you,
As we emerge from lockdown and the world is getting back to some sort of normality, unfortunately for some people the pandemic has had quite a significant impact on their income. I’ve had a small number of queries from clients in this situation who are looking to reduce their expenditure. Some are pausing savings plans […]
A huge amount of the time I spend with clients is in understanding their goals in life and developing a financial plan to help them achieve their objectives. A lot of attention goes into their retirement strategy, investment approach and other such important areas. One area I never neglect is the other side of […]
As economies around the world start to cautiously emerge from their various states of lockdown, people are also stepping back into the light, albeit gingerly and carefully. Some shops and services are open for business again, others have a while to wait still. Some activities that involve mass gatherings such as sports events and concerts […]
A recent phone conversation with a client triggered this article, as we were discussing the volatility in markets over the last few months. This was a relatively easy conversation, as this particular client has a very measured view to managing her pension fund and her investments. She doesn’t make rash decisions, she maintains a long-term […]
We are living through unprecedented times, that will be remembered by us all for ever. Our focus is on staying healthy and flattening the Covid-19 curve. We are worried about our own health and that of our loved ones, particularly the elderly who are cocooned in their own homes. Some of you have seen your […]
I’ve most likely spoken to you before about the importance of a very planned approach to retirement. Having a healthy pension fund is what springs to mind for all of us in this regard – of course this is very important, as having access to financial resources will help you to ensure that you can […]
