There is no need to change your retirement plans because of current market volatility. We are urging clients not to concentrate on recent market news, but to review your retirement objectives and focus on making sure your plan is on target. Partner, Jon Stevens, said: “Investing is not about trying Read More >>
2022 has been a bit of a stinker. So much so, ‘permacrisis’ has been crowned word of the year by Collins Dictionary. It’s no surprise, therefore, that clients have been reaching out to us for reassurance that their life savings are not disappearing down an economic black hole. As good Read More >>
The aim of Financial Planning Week is to highlight the benefits of true financial planning, so let’s start by looking at why using a professional adviser can help you achieve your goals. Our sector is a minefield of jargon, misconceptions and myths, but if you are considering investing in your 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 >>
We are marking Financial Planning Week with a series of blogs to help you build confidence and deal with the challenges that surround financial decisions. Retirement might seem a long way off when you’re at the beginning of your career, but by starting to plan when you’re young, you develop Read More >>
Financial Planning Week is a nationwide initiative to encourage more people to start conversations about money. To mark the occasion, we have produced a series of blogs giving different perspectives on the issue. Today, we’re looking at what we really mean when we talk about financial planning. Let’s arrange a 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 >>
In my near 20 years in financial services, I have read many articles discussing the relative merits of investing in property and pensions. Commentators from across the industry have argued the pros and cons of both and when The Sunday Times’ Money section interviews a celebrity, they always ask the Read More >>
We are offering our support to local businesses and individuals struggling with issues arising from the Covid-19 pandemic. Dronfield residents are invited to use us as sounding boards if they have financial concerns resulting from a loss of income or change in circumstances. Our partners will hold telephone or video Read More >>
