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Not If But When

There’s been one story that’s been repeated time and again this year – and for once, it’s got very little to do with the US

Philip Wise August 8, 2025

Pensions Are Interesting!

I’ve always found pensions to be an interesting topic of conversation. This might be why I get so few dinner party invites. However, the current

Philip Wise July 30, 2025

Why Do We Underestimate Our Lifespan?

Failing to think about living into our 80s and 90s can have significant negative financial implications. The average life expectancy for a man aged 65

Philip Wise July 17, 2025

Why I’m Not About To Retire

You may be aware that I had a big birthday recently. I’m sure I’m not the first person to be puzzled about how I’ve managed

Philip Wise July 8, 2025

Will Retirement Cost More in 2025?

One of the most important factors in retirement planning is the “safe withdrawal rate”. This is a formula which tells you how much you can

Philip Wise January 22, 2025

Life Expectancy And Why It Really Matters

Your life expectancy matters and not just for the obvious reason! The recent changes to pension rules mean that, from April 2027, pension funds become

Philip Wise January 13, 2025

I’ve Bought A Campervan

If you were to ask what the biggest trend in our clients’ spending habits has been over the last couple of years, this sentence would

Philip Wise January 6, 2025

The 4 Types Of Investment Mistake

Not all investment mistakes are created equal. Some are annoying. Some are self-inflicted. Some are painful. And some you can’t come back from. But we

Philip Wise December 18, 2024

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