Investment Returns

Great Investment Returns! Getting investment returns right for our clients is a cornerstone of the financial planning work we do. It’s not just about returns, but returns that are suitable…

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Investment Markets

Where next for investment markets? The continued rise in markets around the world can perhaps induce complacency in investors. Many believe that equities are the only place to invest. We…

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Premium Bonds

Premium(?) Bonds Many of our clients hold Premium Bonds.  Many report winning ‘regularly’.  I don’t think we only meet lucky clients, so what really is the deal? The reality is…

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Increase to State Pension

Increases in State Pension age…. Millions will now have to work an extra year before getting their State Pension. Increases to age 68 are now applicable to many. To put…

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Longevity

The day you die is important! For those who celebrate the news that longevity is increasing may wish to pause for thought.  According to research from UCL increases in longevity are…

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