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 […]
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 […]
1 in 3 families are not financially protected. Is yours? The reality of the world we live in is that we are all aware of people, of all ages, who have been struck down by serious illness or have died prematurely. The purpose of this blog is to encourage you to make an informed decision […]
We are all looking at ways to maximise the proportion of our hard earned cash which hits our bank accounts after the various taxes are applied. Unfortunately, except for pension saving, relief from the dreaded marginal rate of income tax is virtually non-existent. Media coverage tends to focus heavily on the headline changes at Budget […]
In The Sunday Times (16/08/2015) Mark Channing explores the costs of raising children. From childcare, school and college fees right through to assisting with a house deposit for adult children. Our own Barry Mooney provides practical advice on the steps that should be taken to plan for these costs and the importance of considering the […]
In The Sunday Times (05/07/2015) Mark Channing examines some of the alternatives to Deposit Accounts in the current low interest rate environment. Our own Barry Mooney provides an insight into his personal investments, highlighting the importance of being clear on the purpose of each investment when considering if and where to invest. More details below […]
