The government’s Health and Social Care plan
I’ve spent some time reading the government’s documents and have been able to reach some conclusions about it. There’s plenty of political commentary about it,
Philip Wise
September 8, 2021
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Investment Update
After a volatile 2020, when share prices fell sharply in February, then recovered very quickly for the rest of the year, 2021 has been less
Philip Wise
September 6, 2021
Age and cognitive decline
The more you age, the more you need a financial planner There are many economic milestones in life – buying your home, paying off your
Philip Wise
August 30, 2021
Why is ESG investing so complex?
As great as ESG investing is, it does come with its complexities. As we saw with the ESG analysis of companies, it is often difficult
Oliver Wise
August 26, 2021
Retirement dates are out of date
If you have a pension plan, you will have chosen a “retirement date” when you joined the scheme, or you will have been allocated a
Philip Wise
August 23, 2021
The best way to plan for the cost of care
Most of the research about the risks to your retirement plan focuses on two of the three major retirement risks: investment risk and longevity risk.
Philip Wise
August 16, 2021
Why you need a non-financial plan
I’ve spent the best part of three decades helping people to plan the financial aspects of their retirement, and then helping people to implement their
Philip Wise
August 9, 2021
Stages of Financial Independence
The concept of financial independence is closely associated with retirement; after all, if you aren’t financially independent from work, you won’t be able to retire.
Philip Wise
July 12, 2021
National Savings & Investments Green Savings Bond
Last week, National Savings & Investments set out some details of the three year, fixed rate Green Savings Bond it will be launching later this
Oliver Wise
July 7, 2021
Why legacy goals should be part of your retirement plan
Some of us want to give a specific amount of money to our loved ones during our retirements; others want to ensure that they leave
Philip Wise
July 5, 2021