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Independent Financial Advice - Words of Wisdom and Guidance

Financial Life Planner on a mission to marry your meaning with your money.

Jan 16, 2020

The Pension Prize

What exactly is the ‘prize’? Put simply - more money for you, in your retirement.

To highlight the impact returns can make we will start by running through a couple of hypothetical or theoretical examples, somewhere in amongst this there may well be something which closely relates to your...


Jan 16, 2020

In this quick guide we look into Self Invested Personal Pension's or Sipp's for short.

What is a Sipp and how can it be used? What are the key benefits to Sipp's and are there different types?

Along with answering thoses questions we provide help with getting advice and help with your pension.

 


Jan 16, 2020

In this episode we look at the importance of planning for your retirement. Also how retirement has changed from what it used to be, and way to plan for retirement now. We also bring you some facts about retirement and pensions.

We describe the important steps required to achive a suitable pension fund.

 


Jan 16, 2020

In this quick money guide we discuss how to invest for an income. The different types on investment and the risk related to each. We also look at how a balanced approach to investment is often the most beneficial way forward.


Jan 8, 2020

Welcome to the 2020s! As we start the new decade, I reach a personal landmark because I can now reflect back over 30 years of helping clients as their financial adviser. 

To the younger advisers out there: if you wear your heart on your sleeve and put your clients' interests first you will have a wonderfully satisfying...