As Benjamin Franklin once said, “in this world nothing can be said to be certain, except death and taxes.” However...
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In our last newsletter, I wrote about what's important financially for people in their 30s. I got quite a few...
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Let’s make it a real resolution in 2022 to focus together on the big picture when it comes to your...
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This is the first in a series of articles that will be aimed at people at different stages of life....
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I spend my days helping clients to plan their financial futures. What I see is that people face similar challenges...
Continue ReadingAs Benjamin Franklin once said, “in this world nothing can be said to be certain, except death and taxes.” However the good news is that both of these don’t necessarily have to occur together. This is one area where I regularly receive quite a lot of queries. As they start to think about their […]
In our last newsletter, I wrote about what’s important financially for people in their 30s. I got quite a few comments about this piece and some requests to set out the financial priorities for people in their 40s. So here goes… Keep control of your lifestyle For a lot of people as they […]
Let’s make it a real resolution in 2022 to focus together on the big picture when it comes to your finances. All too often, it can be very easy to be dragged down into weeds – in our world that’s the (very important too) world of products, funds and fund managers. Don’t get me wrong, […]
This is the first in a series of articles that will be aimed at people at different stages of life. Today I’m starting with those in their younger more carefree years, but probably with an eye on financial planning – the 30 somethings! For this group there are lots of competing priorities – a house […]
I spend my days helping clients to plan their financial futures. What I see is that people face similar challenges depending on their stage of life. At the same time of course, each and every one of us has a unique set of circumstances, has our own specific financial objectives and needs bespoke advice to […]
Investing today can be a bit of a minefield. You could end up paralysed by fear, worrying about the possible impact of the likes of Covid, Brexit, market fluctuations and the economic impact of climate change. However as your financial adviser, I remain focused on your long-term investment and pension objectives, and always do my […]
Tax is a necessary evil. If we want to live in a country with access to public services, taxation is the system used to pay for these services. We can (and do!) argue and moan about the different levels of tax payable and whether they are levied fairly. But at the end of the day, […]
No, no, no – really how’s life? I am not saying this just as a polite greeting, but instead am asking this as many people have become a bit more reflective after the pandemic, as we’ve all seen how our lives can be totally upended by something completely from left field. Unfortunately, a small number […]
I was wondering recently about the impact that Covid has had on claims within the life assurance sector, and so I decided to do a bit of investigation by examining Irish Life’s (the leading provider of protection products in Ireland) claims data for 2020. While I have written in previous years about claims data, I […]
Pretty much all of our conversations these days open with a quick chat about putting Covid behind us and getting back to life as normal. The vaccine rollout has been the gamechanger in 2021 and now we see it really gathering pace down through the various age categories. So now we all deserve a bit of […]
