This month it’s time for the latest in our series of age related articles – welcome to the world of the sixty-somethings! As you (potentially) approach the end of your working life, you are at a really important stage in your financial life. I hope to give you some food for thought to ensure you […]
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, […]
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 […]
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 […]
Are we finally getting back to normal? It’s great to see people out and about again as the country eases itself out of lockdown. And for all of those retail businesses that were forced to close their doors, the early signs are good with the example of footfall on Grafton Street back to approx. 90% […]
I am currently doing a lot of planning work with clients whose financial situations have changed greatly in the last year. As part of this process, I’ve taken a little bit of time to stop and reflect on some of the changes to their lives in general, how these might impact their future and how […]
Where 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 […]
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 […]
