Time in or timing the market?
1st June 2017
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For many people, the thought of investing in the markets can be scary, perhaps even more so when the stock market reaches an all-time high as the UK and…
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Pension Planning
1st May 2017
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It’s a bit of a recurring theme I’m afraid, but then it is part of what we do! As I write we are in the busy, end of tax…
Dying to sort things out…
1st March 2017
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By Mark Penston Sadly, one of the motivators for people to sort their financial affairs out is because they, or perhaps one of their parents, have discovered that they are…
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…
WS v WS: Pensions experts’ review: The case for pension experts
5th February 2016
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WS v WS: Pensions experts’ review: The case for pension experts The case for pension experts In the recent case of WS v WS [2015] EWHC 3941 (Fam), a judgment was…
I should have bought more Lego!
14th September 2015
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I should have bought more Lego! As the last few weeks have demonstrated, investment markets can be unpredictable. The recent fall in the Chinese stock market (down about 40% at…
Pensions – The new flexible world!
4th August 2015
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Pensions – The new flexible world! As many of you will have read in the press, from April 2015 those over age 55 will be able to have total access…
Investing? Stick with it!
29th July 2015
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Investing? Stick with it! Most investors are not good at investment decisions. That is, they’re not good at predicting short-term swings in the market. More often than not, investors find themselves buying…