Really good financial planning can be truly life changing, improving your financial and mental wellbeing. This is what we aim to deliver to each and every client. To demonstrate how we can make a genuine impact, let me give you an example. Through the financial planning process, I have helped Read More >>
Government statistics show four in ten adults are not saving enough for retirement. As a financial planner, that worries me greatly. Despite combined efforts by providers, the government and key stakeholders to encourage individuals and employers to engage with their pensions, the message is clearly not getting through. So, how Read More >>
The European banking giant, Credit Suisse, found itself in trouble recently, which I’m sure you saw in the media. It spooked investors and its share price fell by a quarter of its value in a single day. Thankfully, the Swiss National Bank threw its beleaguered compatriot a £44 billion lifeline Read More >>
There is no shortage of surveys and reports that claim women are ‘behind the door’ when it comes to financial planning. Are we seeing a significant time lag in the traditional gender stereotypes or are other factors at play? As we continue our series of blogs to mark Financial Planning Read More >>
I read a news article recently that reported on a survey of paraplanners. It claimed only 6% of women, compared to 41% of the men surveyed, wanted to become financial advisers, despite being fully qualified or in the process of completing their exams. As an experienced financial planner, this worrying Read More >>
Announcing I’m a financial planner in polite company is like inviting the elephant into the room. When I’m asked what I do, I receive a wry smile and the conversation moves along swiftly. People don’t expect our role to be interesting or personally satisfying, but then they haven’t been party Read More >>
In general, the financial planning process is the same for men and women. However, we ladies have to overcome some additional challenges when we’re approaching retirement. Life expectancy, employment history and marital status can all have an impact on our pensions. So how do you redress the balance? Gender disparity Read More >>
I received a call from a friend of my parents recently querying a bond he had seen on the internet. He wanted to invest £50,000 and it appeared to offer a very good income and guarantee of capital. On closer inspection, it looked too good to be true and then Read More >>
To help you make sensible decisions about your future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly Once we have established your goals and gathered your Read More >>
For most of us, money doesn’t come easily. It takes a lot of hard work to build up savings, so how do you make those savings work hard for you? You need to consider all the options available and extract the most from your hard-earned cash. A stocks and shares Read More >>
