In this final instalment of our age-related articles, it is now the turn of the more senior members of our communities – all of you in your 70’s and older. This group have some very specific financial challenges, so here are some thoughts on wisely managing your financial affairs. Stay healthy A decline in […]
This is the latest in our series of articles that consider the financial challenges for clients at a specific stage in life. This time I’m looking at people who are in their 50’s. This is a really important stage in your financial life as it is often the time in life of maximum income and the […]
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 […]
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 […]
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 decided to write about this topic after listening to a very sad radio interview recently. It was with a father of three children, who had recently been bereaved after the death of his life partner of 20 years, the mother of his children. She passed away as the result of a medical condition, that […]
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 […]
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 […]
