Should you pay for Private Medical Insurance?
In recent years, it’s fair to say that the NHS has become less reliable and we have found that an increasing number of our clients
Philip Wise
October 2, 2023
Our Latest Posts
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Avoid having your house ‘stolen’
I came across an interesting article recently, which I thought would be useful to share. It includes some practical advice about how to keep your
Philip Wise
September 25, 2023
The Myth of Retirement Spending
Conventional wisdom is that retirees spend a fixed amount per year in real terms (i.e. after adjusting for inflation), meaning that the amount they need,
Philip Wise
September 18, 2023
Financial Nudity
Getting Financially Naked with your partner will help to avoid Financial Infidelity. The Three Ways for Retired Couples to Manage their Money. Whether you’ve been
Philip Wise
September 11, 2023
The Tempting Allure of Bad News
It’s a Monday morning, you’ve just settled down with a cup of tea and pick up the newspaper, to be greeted with headlines of tragedy,
Philip Wise
September 4, 2023
Retirement Outlook
Over the last few months, we have seen some changes to the outlook for people who are about to retire, and those who have retired.
Philip Wise
August 29, 2023
Where did the blog go?
You may have noticed (I hope you have) that it’s all been a little quiet on the blog front recently. As many of you know,
Philip Wise
August 21, 2023
Retirement – A final chapter or a fresh start?
Research has uncovered a big difference in the way men and women view retirement. A study has examined the words people use to describe life
Philip Wise
May 30, 2023
Artificial Intelligence – coming to a fund near you soon?
Since the beginning of the year, we’ve been hearing increasing amounts about what Artificial Intelligence (AI) can do – for good, and for bad –
Philip Wise
May 22, 2023
What if your retirement is unplanned?
As we are retirement planners, you might imagine that our clients tend not to have retirements which aren’t planned for, and you’d be right that
Philip Wise
May 15, 2023