I’ve been working with several young, successful, professional couples in their 30s in recent months. It’s very clear that they have worked hard to establish their careers and are enjoying the rewards of dual incomes. It’s a very exciting phase of life, with incredible opportunities to shape their financial futures, however, navigating financial priorities effectively […]
You might be wondering if you need to bother reviewing your financial plan every year. After all, if we’ve already done the hard work of setting it up, why tinker with it? Here’s the simple truth: the world changes, life changes, and so must your financial plan. Skipping your annual financial review is a bit […]
We’re in the midst of the holiday season and whether you are holidaying at home or abroad it’s time to kick back, relax (if the kids will let you) and really enjoy yourself. In a quiet moment your thoughts, just as they did a year ago, will drift to “What If?” What if life was […]
While most people have some protection benefits in place it is probably true to say that they have approached protection, in the main, in a piece meal manner. This means that their protection arrangements are most likely not fit for purpose. For example can you honestly say that you are: Correctly insured – i.e. not […]
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 […]
