Do you remember 2013? It sounds quite recent, but then when you think about the major events that happened that year, they seem so long ago. That was the year that Nelson Mandela died at the age of 95, two homemade bombs ripped through the crowd of fans and runners at the Boston Marathon finish […]
Apart from the volatility in investment markets and everything else going on in the economy and the world in general, 2022 was also a tumultuous year in the world of pensions for business owners. This is where it gets a little technical, but if you are a business owner of a profitable business, it […]
A conversation that often arises with clients is around how much is enough. Everyone is different and has unique wants and needs in life, most of which come with a financial price tag. If someone could wave a magic wand and guarantee each of your wants and needs in life, would that be enough for […]
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 […]
