The Problem with Retirement Income Planners
I think that retirement income planners are generally great people. Particularly if they are based in Sussex… But there’s a fundamental problem with all retirement
Philip Wise
June 7, 2024
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The Second Most Important Election of the Year – Campaigning Starts
Last week, a soggy Rishi Sunak set the date for our election. For UK investors, the date of the most important election has been known
Philip Wise
May 31, 2024
Joni Mitchell Retirement Advice
A bit of serendipity this last week. I was reading an article from some of our American friends (ThinkAdvisor) when Joni Mitchell’s “Big Yellow Taxi”
Philip Wise
May 20, 2024
Retirement Income Advice Review
The FCA recently announced the results of its review of Retirement Income Advice. My immediate reaction was to be flattered – it was great to
Philip Wise
April 26, 2024
New tax year, new challenges, extra chocolate
The most recent budget didn’t seem to be the most exciting. No major changes were announced, which felt like a relief for most financial planners.
Philip Wise
April 9, 2024
Inflation is the question, what is the answer?
At the moment, inflation seems to be everywhere. On the news, in the shops, at the petrol station, in our energy bills. If I had
Philip Wise
May 25, 2022
When will there be good news?
This is the title of one of my favourite Jackson Brodie detective stories, and when I watch the TV news at the moment, its title
Philip Wise
May 16, 2022
Should the word “retirement” be retired?
I’ve always been interested in the origin of words and phrases. It turns out that “humble pie” was actually a dish you could eat (“umbles”
Philip Wise
April 25, 2022
What is “fair” in estate planning?
How should you divide your estate amongst your children, grandchildren and others? We are often asked to comment on whether clients have divided up their
Philip Wise
April 19, 2022
Are you risk literate?
Everybody understands the importance of literacy, and there has been plenty of discussions about it in the Wise household this weekend (prompted by my attempts
Philip Wise
April 11, 2022