Financial plannning

In 2017 I read a book called ‘The 100 year Life’, by Lynda Gratton and Andrew Scott. The book covers many fascinating themes, but the basic premise is that a child born 100 years ago (Captain Tom Moore, for example) had a 1% chance of living...

By its very nature, financial planning is just that: planning. We can’t know what will happen, so we make sure that even if the worst should take place, you’re protected. We find out when we meet you, what your capacity for loss is, and what...

How big does a pension need to be? That is the question, or versions of, that I am asked most frequently. I have worked in financial services for 17 years now. What I have learnt over that time and, related specifically to retirement, are two...

Financial planning is a service where a qualified professional will work with you to develop and understanding of your lifestyle and finances. And with that information, they will map a likely range of future outcomes over a 10, 20 and 50 year period. Then, both you...