As part of our work with clients, one really important element of an overall financial plan is retirement planning. Of course, it happens quite often that clients are some way along this journey before we come into contact with them.
What we see sometimes leaves a lot to […]
We came across a quote recently that has really got us
thinking, as it hit home on one of the most important aspects of financial
planning. The quote is, “Money always moves when life is in transition”.
The reason the quote had such an impact is because it […]
As part of our financial planning conversations with you, we always bring the attention around to subjects that are not easy to think about – a serious illness or death visiting a family member or indeed yourself. We all naturally don’t want to spend too long thinking about […]
Well there is no exhaustive list for this one – there really are so many potential factors that can influence your investment returns. When you ask a professional investor, they will often jump to factors such as the economy, sentiment and interest rates. All very relevant factors.
Some factors […]
