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 health

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1st April, 2019

Posted In: Advice, Financial, Insights

The first quarter of each year is a time when we all tend to take stock of how we manage our finances. We look at our financial habits, ways of saving money and managing our spending better. This is also a great time of year to take a hard look at our retirement planning, to

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1st April, 2019

Posted In: Advice, Financial, Insights

2018 ended with a bit of a sting in the tail for investors, where we saw a lot of volatility in markets and a modest correction. While many analysts are forecasting single digit growth in 2019, they are also suggesting that 2019 may be another bumpy ride for investors with more volatility in markets. We

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5th February, 2019

Posted In: Advice, Financial, Insights

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. We hope to give you some food for thought to ensure you

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5th February, 2019

Posted In: Advice, Financial, Insights

We’re at that time of year again when nearly 50% of Health Insurance customers are getting ready for their upcoming policy renewal in January. Many will simply renew without really thinking about it to any great extent – the Health Insurance providers are delighted when this happens! However more and more people are aware of

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12th December, 2018

Posted In: Advice, Financial, Health, Insights

This is the latest in our series of articles that consider the financial challenges for clients at a specific stage in life. This time we’re 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

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12th December, 2018

Posted In: Advice, Financial, Insights

Income Protection is sometimes described as the glue in a financial portfolio. The most devastating impact on your financial situation is likely to be caused by a loss of your income, and the inability to replace it. Unfortunately, people lose their jobs from time to time. However inevitably what tends to happen is that these

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12th December, 2018

Posted In: Financial, Insights, Mortgages

Well the short answer is no, you’re not mad to be thinking about retirement in your 30’s. Of course it is not going to be foremost in your mind as there are lots of competing priorities – a house to be bought, maybe a wedding to be celebrated or a family to be started. And

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3rd August, 2018

Posted In: Advice, Financial, Insights

In financial advice businesses such as our own, not all of our time is spent dealing with the implementation and servicing of financial products on behalf of our clients. Because financial planning is so much deeper than simply putting products in place. Instead our clients today come to us with relatively simple questions (that are

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5th June, 2018

Posted In: Advice, Financial, Insights

When we’re designing an investment portfolio for our clients, we take into account quite a number of considerations. We start by understanding your investment goals and time horizons, and then we build a full understanding of your liquidity requirements, any asset class preferences that you might have and also the returns that you expect. This

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5th June, 2018

Posted In: Advice, Financial, Insights

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