15th February 2017
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Cofunds One of our preferred platforms for investments has been sold to Aegon. We are told that terms for our Cofunds clients will be maintained or enhanced so we keep…
The trouble with death…
15th February 2017
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The trouble with death… The recent Supreme Court hearing of the Denise Brewster case should remind us that the financial protection that we thought we had if a loved one…
Congratulations to Rob
9th February 2017
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Congratulations to Rob for being accepted by Resolution as a pension on divorce expert! That makes two of us, with Jeremy and Victoria currently going through their assessment.
How much is enough, and will the money run out?
1st January 2017
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A recent article in the Telegraph (December 2016) reminded me of a common fear that we come across, particularly when meeting clients for the first time who are seeking…
So, what do we do?
12th September 2016
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Although we regularly write articles on a wide range of financially related topics, we’ve never really addressed the question of what we actually do for our clients. Some readers will…