The key to a successful retirement?
As you might imagine, I’ve read plenty of books and papers about retirement, and I’ve helped a lot of people to make the financial transition
Philip Wise
May 17, 2021
Our Latest Posts
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What are ESG Investments?
ESG stands for Environmental, Social and Governance; these are the three most important factors used to evaluate the sustainability and societal impact of an investment.
Oliver Wise
May 12, 2021
What next for Financial Crime?
Jamie and I spent a lunchtime this week listening to a webinar given by the Information Security Forum, a global organisation set up to help
Philip Wise
May 10, 2021
Introduction to the Ethical & Responsible Investing blog
Many years ago, one of my first jobs was at Friends Provident, a mutual insurance company that had a long-term association with the Quakers. One
Philip Wise
May 5, 2021
The gods of retirement planning
Those of you who know me well will recognise my obsession with academic research into my chosen specialism of retirement planning. Most people who have
Philip Wise
May 3, 2021
New Gadgets and Technology – No longer just for teenagers?
If there’s one thing that we have learnt from the pandemic, it’s that technology is there for all of us, and can help all age
Philip Wise
April 26, 2021
Does inflation matter in retirement?
Recently, we’ve been asking our clients what has happened to their expenditure over the last year. Almost all of them have told us that they
Philip Wise
April 19, 2021
The difference between becoming wealthy and staying wealthy
Our job as retirement planners is to help you ensure that money is there when you need it, to meet your goals – so that
Philip Wise
April 12, 2021
When should I start planning for care in later life? And how do I plan for it?
There’s one easy question to answer here, and one difficult one! Sadly, the easy answer leads you on to the difficult question, not vice versa.
Philip Wise
April 5, 2021
What could go wrong? Spending shocks in retirement
Years of experience have taught me that things don’t always go to plan in retirement. Many people imagine that their retirement plans will be spoiled
Philip Wise
March 29, 2021