I am fortunate to work with quite a number of clients who have reached or are well on the road to financial independence. This is a great place to be, where any money worries fade into the background and your desired future lifestyle is achievable, except of course where the assumptions underpinning the plan are […]
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 […]
OK we admit – this may not sound like the most exciting topic in the world, but it just might make a significant difference to your financial future…
Evidence Based Investing (EBI) is gathering more and more supporters and advocates around the world, and as a result is starting to appear quite frequently in investment commentary and indeed the mainstream media. It is a term that you may or may not be familiar with, so we’re taking the opportunity to inform you of […]
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 […]
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 […]
