Submerging Markets?
Over the last year, shares from global, developed markets have produced a good return for investors; many have been surprised to see that returns have
October 31, 2023
Retirement Income
Gilts – a reliable friend or a drunken embarrassment?
Over the last twelve months, we’ve enjoyed good returns from mainstream shares – over the 12 months to 20th October 2023, the FTSE World Index
October 25, 2023
How many shares should you have in your portfolio?
Everyone “knows” you should have a diversified share portfolio. What other kind of portfolio would you want? How many holdings do you need to achieve
October 9, 2023
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
October 2, 2023
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
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,
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
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,
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.
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,
August 21, 2023